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Abdulkarim Safi

Sagespring Wealth Partners

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About Abdulkarim Safi

Abdulkarim Safi is a financial advisor registered with Sagespring Wealth Partners. Abdulkarim has been in the industry since 2018 and has a Series 63, Series 7, and SIE license. Abdulkarim has worked with Northwestern Mutual Investment Services, LLC and Brinker Capital Securities, LLC in the past. Abdulkarim is a Certified Financial Planner and is also a registered Investment Advisor. Abdulkarim provides financial planning services to individuals and has experience with portfolio management.

Firm Information

Abdulkarim Safi is currently registered with Sagespring Wealth Partners. Sagespring Wealth Partners is a registered investment advisor headquartered in FRANKLIN, TN with approximately $5.5 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They also offer a wrap fee program.
Sagespring Wealth Partners

801 CRESCENT CENTRE DRIVE

FRANKLIN, TN 37067

$5.50B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abdulkarim Safi’s Registration & Firm History

NE

02/27/2024 - Present

Sagespring Wealth Partners (Omaha NE)

PA

07/11/2023 - 12/01/2023

BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)

NE

10/19/2020 - 07/13/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)

NE

05/26/2017 - 11/07/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)

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Licenses & Designations

BC

Issued 08/24/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Abdulkarim Safi.
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