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William David Bratton

Sagespring Wealth Partners

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About William David Bratton

William Bratton is an investment advisor representative associated with Sagespring Wealth Partners, a registered investment advisor firm with offices in Franklin, Tennessee. William has been in the financial services industry since March 2016. William is registered with the Securities and Exchange Commission (SEC) as a broker-dealer and an investment advisor representative. William Bratton has a Series 7 and Series 66 license and is a registered investment advisor representative in 35 states. William focuses on developing comprehensive financial plans for individuals and businesses. William also works with individuals to find life and health insurance solutions through a partnership with Vanbridge.

Firm Information

William Bratton 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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William Bratton’s Registration & Firm History

TN

12/05/2016 - Present

Sagespring Wealth Partners (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 07/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William David Bratton.
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