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Zachary Robert Labroad

Sagespring Wealth Partners

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About Zachary Robert Labroad

Zachary Labroad is a financial advisor who has been in the industry since 2020. Zachary has passed the Series 7TO, Series 66, and SIE exams. Zachary currently works for Sagespring Wealth Partners and is registered as an investment advisor representative in Nebraska and Texas. Zachary is also registered as a broker in 27 states and is a member of FINRA. Zachary is a member of the LaBroad Wealth Team. Zachary specializes in working with high-net-worth individuals and individuals other than high-net-worth individuals. Zachary provides financial planning and portfolio management services. Zachary is committed to providing personalized financial advice and helping clients reach their financial goals. Zachary is based in Franklin, TN.

Firm Information

Zachary Labroad 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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Zachary Labroad’s Registration & Firm History

NE

03/23/2023 - Present

Sagespring Wealth Partners (Omaha NE)

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Licenses & Designations

BOTH

Issued 09/11/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Robert Labroad.
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