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Brian Michael Hart

Sagespring Wealth Partners

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About Brian Michael Hart

Brian Michael Hart is a financial advisor with Sagespring Wealth Partners. Brian has been in the industry since 2006 and has experience in both broker-dealer and investment advisory roles. Brian holds Series 6, 7, 63, and 66 licenses, and the SIE exam. Brian provides financial planning, portfolio management, and retirement planning services to individuals and families. Brian is registered in Arizona, California, Colorado, Florida, Louisiana, Maryland, Michigan, Minnesota, Missouri, New Mexico, North Carolina, Ohio, Oklahoma, Tennessee, and Texas.

Firm Information

Brian Hart 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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Brian Hart’s Registration & Firm History

TX

10/05/2016 - Present

Sagespring Wealth Partners (Frisco TX)

CO

04/27/2012 - 05/14/2013

COMMONWEALTH FINANCIAL NETWORK (LAKEWOOD CO)

AZ

01/23/2006 - 01/29/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 05/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/20/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Michael Hart.
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