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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Rae Gilgosch is an investment advisor representative at Sagespring Wealth Partners. Samantha has been in the financial services industry since 2014. Samantha holds a Series 65 license and is registered in Florida. She is a specialist in retirement planning, estate planning and college savings. Samantha is passionate about helping her clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
02/19/2025 - Present
Sagespring Wealth Partners (FRANKLIN TN)
IA
Issued 11/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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