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Duane Arthur Sturm

Sagespring Wealth Partners

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About Duane Arthur Sturm

Duane Arthur Sturm is a financial advisor registered with Sagespring Wealth Partners. Duane Sturm has 31 years of experience in the financial services industry and has been with Sagespring Wealth Partners since March 2017. Duane Sturm also has previous registration with Raymond James Financial Services, Inc. and Edward Jones. Duane Sturm is a registered Investment Advisor Representative in Iowa and Texas. Duane Sturm specializes in Financial Planning, Portfolio Management for Individuals, and Pension Consulting.

Firm Information

Duane Sturm 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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Duane Sturm’s Registration & Firm History

IA

06/03/2019 - Present

Sagespring Wealth Partners (Clarinda IA)

IA

10/06/1999 - 04/11/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (CLARINDA IA)

MO

09/08/1992 - 10/08/1999

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/16/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Duane Arthur Sturm. Review regulatory record here.
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