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Michael Dean Shahan

Sagespring Wealth Partners

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About Michael Dean Shahan

Michael Dean Shahan is a financial advisor with over 5 years of experience in the financial services industry. Michael Dean Shahan is a Registered Representative with Sagespring Wealth Partners and holds Series 7 and Series 66 licenses, along with the SIE exam. Michael Dean Shahan is registered in the state of Tennessee. Before joining Sagespring Wealth Partners, Michael Dean Shahan worked at First Horizon Advisors, Inc., and Ameriprise Financial Services, LLC. Michael Dean Shahan specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals.

Firm Information

Michael Shahan 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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Michael Shahan’s Registration & Firm History

TN

09/02/2021 - Present

Sagespring Wealth Partners (FRANKLIN TN)

TN

04/06/2020 - 07/26/2021

FIRST HORIZON ADVISORS, INC. (Nashville TN)

TN

03/18/2019 - 03/25/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Brentwood TN)

TN

03/20/2018 - 06/27/2018

SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)

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Licenses & Designations

BOTH

Issued 12/20/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Dean Shahan.
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