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Hannah Rae Patterson

Sagespring Wealth Partners

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About Hannah Rae Patterson

Hannah Rae Patterson is a registered investment advisor representative at Sagespring Wealth Partners. Hannah has been in the financial services industry since 2020. She holds the Series 66, Series 7TO, and the SIE exams. Hannah is registered in Tennessee. She specializes in financial planning and portfolio management for individuals. Hannah is also a registered branch associate.

Firm Information

Hannah Patterson 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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Hannah Patterson’s Registration & Firm History

TN

11/10/2020 - Present

Sagespring Wealth Partners (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 10/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hannah Rae Patterson.
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