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Joseph Parker McClearn

Sagespring Wealth Partners

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About Joseph Parker McClearn

Joseph McClearn is a financial advisor with SageSpring Wealth Partners. Joseph has been in the industry since October 2020 and has a broad range of experience in financial planning and portfolio management. Joseph is registered with the state of Tennessee as an Investment Advisor Representative. Joseph is also registered with the state of Tennessee as a Registered Representative. Joseph is licensed to offer securities products and advisory services in the states of Alabama, Arizona, Florida, Kentucky, Michigan, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, and Washington.

Firm Information

Joseph McClearn 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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Joseph McClearn’s Registration & Firm History

TN

07/20/2023 - Present

Sagespring Wealth Partners (FRANKLIN TN)

TN

10/05/2020 - 02/17/2023

MML INVESTORS SERVICES, LLC (BRENTWOOD TN)

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Licenses & Designations

BOTH

Issued 12/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Parker McClearn.
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