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Chase Macauley Keen

Sagespring Wealth Partners

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About Chase Macauley Keen

Chase Keen is a financial advisor who has been in the industry for 6 years. Chase works at Sagespring Wealth Partners, and is registered with FINRA and the state of Tennessee. Chase is also registered in 30 other states. Chase is a financial advisor who is dedicated to providing financial advice to individuals and families. Chase is committed to helping clients achieve their financial goals, and has a strong understanding of investment strategies. Chase is also knowledgeable about retirement planning, college savings, and estate planning. Chase Keen provides a wide range of financial services to clients. If you are looking for a financial advisor to help you with your financial goals, Chase Keen may be a good fit for you.

Firm Information

Chase Keen 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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Chase Keen’s Registration & Firm History

TN

12/17/2019 - Present

Sagespring Wealth Partners (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 01/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chase Macauley Keen.
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