Unclaimed
John Patrick Sentner is an Investment Advisor Representative at Wellspring Financial Partners. John has been in the financial industry since 2011 and holds a Series 65 license. John specializes in providing financial planning and portfolio management for individuals and pension consulting. Wellspring Financial Partners is a firm that provides financial advice to individuals and pension plans. They have offices in Tucson, Arizona and Charlottesville, Virginia.
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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AZ
08/02/2024 - Present
Wellspring Financial Partners (TUCSON AZ)
IA
Issued 06/07/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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