Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Bruntz is a registered representative with Sagespring Wealth Partners. Heather is based in Omaha, NE and has been in the industry for over 10 years. Heather has passed the Series 7TO and Series 66 exams. Heather also holds a Securities Industry Essentials (SIE) certification. Heather is a registered investment advisor representative in Nebraska. Heather offers a variety of financial services, including portfolio management for individuals and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
12/07/2023 - Present
Sagespring Wealth Partners (Omaha NE)
BOTH
Issued 11/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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