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Kai Meacham

Sagespring Wealth Partners

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About Kai Meacham

Kai Meacham is a registered investment advisor representative with Sagespring Wealth Partners. Kai has been in the industry since 2023 and has a series 65 license. Kai holds a specialization in Financial Planning, Portfolio Management for Individuals and Pension Consulting. Kai previously worked at Recreational Equipment Inc. Kai has a degree from the University of Nebraska-Lincoln. Kai's current employment location is in Omaha, NE.

Firm Information

Kai Meacham 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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Kai Meacham’s Registration & Firm History

NE

11/08/2024 - Present

Sagespring Wealth Partners (Omaha NE)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kai Meacham.
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