Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Haumschilt is a financial advisor with Sagespring Wealth Partners, a Registered Investment Advisor (RIA). Brandon has been working in the financial services industry since January 2011. Brandon is also the President of Haumschilt Wealth Team and a Vice President at Sage Spring. Brandon is registered with the state of Tennessee, Alabama, and Texas. Brandon is also registered with FINRA and the SEC. Brandon holds the Series 66, Series 7 and SIE licenses. Brandon is a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
12/17/2019 - Present
Sagespring Wealth Partners (FRANKLIN TN)
TN
12/16/2010 - 12/09/2011
EDWARD JONES (LEBANON TN)
BOTH
Issued 12/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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