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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-24 |
Branch Locations
15808 West Dodge Road, Suite 103, Omaha, NE 68118 • United States
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagespring Wealth Partners Llc | Omaha | NE | 06/2025 | Present |
| Brownell Talbot College Preparatory School | Omaha | NE | 08/2009 | 05/2021 |
| Creighton University | Omaha | NE | 08/2021 | 05/2025 |
| Lowe's | Omaha | NE | 05/2021 | 08/2021 |
| Creighton University | Omaha | NE | 04/2022 | 10/2023 |
| Northwestern Mutual - Ludacka Wealth Partners | Omaha | NE | 11/2023 | 05/2024 |
| Lutz | Omaha | NE | 05/2024 | 08/2024 |
| Acclaro Valuation Advisors | Omaha | NE | 11/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
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