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Joel Kosch

Sagespring Wealth Partners

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About Joel Kosch

Joel Kosch is a registered representative associated with SageSpring Wealth Partners. Joel has been in the financial services industry for a number of years, and has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Joel has a current branch office location in Omaha, Nebraska. Joel's firm, SageSpring Wealth Partners, has a variety of services available to clients, including financial planning and portfolio management. The firm manages assets for a large number of individuals, both high-net-worth and those not considered high-net-worth.

Firm Information

Joel Kosch 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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Joel Kosch’s Registration & Firm History

NE

04/03/2023 - Present

Sagespring Wealth Partners (Omaha NE)

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Licenses & Designations

IA

Issued 04/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Kosch.
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