linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Richard O'Connor

Sagespring Wealth Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Richard O'Connor

John Richard O'Connor is an advisor with Sagespring Wealth Partners in Franklin, Tennessee. John has been in the financial industry since December 14, 2019, and holds the Series 66, Series 7TO and SIE licenses. John has previously worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial LLC. John specializes in financial planning, portfolio management for individuals and pension consulting. John is a registered representative and investment advisor representative in Tennessee, Georgia, Maryland, Mississippi, New Mexico and is active in both the Broker-Dealer and Investment Advisor channels.

Firm Information

John O'Connor 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John O'Connor’s Registration & Firm History

TN

02/24/2021 - Present

Sagespring Wealth Partners (FRANKLIN TN)

MN

01/20/2020 - 02/01/2021

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)

MD

12/13/2019 - 01/29/2021

LPL FINANCIAL LLC (FULTON MD)

MD

09/14/2019 - 09/18/2019

AXA ADVISORS, LLC (COLUMBIA MD)

Not sure if John Richard O'Connor is right for you?

Licenses & Designations

BOTH

Issued 01/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Richard O'Connor.
Not sure if John Richard O'Connor is right for you?