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Dorothi Leigh Brown

Sagespring Wealth Partners

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About Dorothi Leigh Brown

Dorothi Leigh Brown is a financial advisor associated with Sagespring Wealth Partners, a firm with offices in Franklin, TN. Dorothi Leigh Brown has been in the industry since 2009 and is registered with the state of Tennessee. Prior to joining Sagespring Wealth Partners, Dorothi Leigh Brown was associated with Ameriprise Financial Services, LLC. Dorothi Leigh Brown offers financial planning, portfolio management services and holds licenses for Series 7, Series 24, Series 63 and Series 66 exams.

Firm Information

Dorothi Brown 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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Dorothi Brown’s Registration & Firm History

TN

05/20/2022 - Present

Sagespring Wealth Partners (FRANKLIN TN)

TN

10/06/2017 - 11/19/2021

AMERIPRISE FINANCIAL SERVICES, LLC (MURFREESBORO TN)

NE

09/20/2010 - 06/01/2017

TD AMERITRADE CLEARING, INC. (OMAHA NE)

NE

08/06/2008 - 09/20/2010

TD AMERITRADE, INC. (BELLEVUE NE)

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Licenses & Designations

BOTH

Issued 05/21/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dorothi Leigh Brown.
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