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Katie Anne Centofonti

Sagespring Wealth Partners

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About Katie Anne Centofonti

Katie Centofonti is a financial advisor with Sagespring Wealth Partners. Katie has been in the financial services industry since 2005. Katie holds the Series 66, Series 53, Series 4, Series 24, Series 31, Series 7, and SIE licenses. Katie also holds the Certified Financial Planner designation. Katie is registered to provide investment advice in Alabama, Tennessee, Texas, and other states. Katie specializes in providing financial planning services to individuals and families.

Firm Information

Katie Centofonti 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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Katie Centofonti’s Registration & Firm History

TN

03/23/2023 - Present

Sagespring Wealth Partners (FRANKLIN TN)

FL

11/04/2005 - 09/12/2006

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 12/19/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/11/2007

Series 4 - Registered Options Principal Examination

BC

Issued 10/12/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2013

Series 31 - Futures Managed Funds Examination

BC

Issued 11/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katie Anne Centofonti.
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