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LW

Lauren M. Williams

SAGESPRING WEALTH PARTNERS
Frisco, TX 75034
CRD#: 5504831
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LW
Lauren Melissa WilliamsSAGESPRING WEALTH PARTNERS

Professional summary

Lauren Melissa Williams, who also goes by Lauren Melissa Williams, Lauren Williams, Melissa Williams, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Frisco, Texas.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lauren has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lauren Melissa Williams | Lauren Williams | Melissa Williams

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Melissa Williams's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 26, 2026 - Present

SAGESPRING WEALTH PARTNERS

Office #1: 2601 Network Blvd., Suite 101, Frisco, TX 75034
RIA
CRD#: 283515
Frisco, TX
Past

June 26, 2025 - August 8, 2025

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
DALLAS, TX
Past

June 26, 2025 - August 8, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
DALLAS, TX
Past

November 19, 2024 - February 27, 2025

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
FRISCO, TX
Past

November 19, 2024 - February 27, 2025

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
FRISCO, TX
Past

November 3, 2023 - November 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Dallas, TX
Past

November 3, 2023 - November 20, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Dallas, TX
Past

January 23, 2019 - November 3, 2023

COMERICA SECURITIES

RIA
CRD#: 17079
DALLAS, TX
Past

January 23, 2019 - November 3, 2023

COMERICA SECURITIES

BD
CRD#: 17079
DALLAS, TX
Past

July 2, 2018 - January 30, 2019

BOK FINANCIAL SECURITIES, INC.

RIA
CRD#: 17530
Dallas, TX
Past

July 2, 2018 - January 30, 2019

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
Dallas, TX
Past

June 9, 2017 - March 19, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
FLOWER MOUND, TX
Past

May 25, 2017 - March 19, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FLOWER MOUND, TX
Past

April 28, 2017 - May 5, 2017

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
DALLAS, TX
Past

April 28, 2017 - May 5, 2017

WEDBUSH SECURITIES INC.

BD
CRD#: 877
DALLAS, TX
Past

April 3, 2012 - March 20, 2017

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
DALLAS, TX
Past

April 3, 2012 - March 20, 2017

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
DALLAS, TX
Past

March 19, 2012 - April 13, 2012

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
DALLAS, TX
Past

September 20, 2011 - April 13, 2012

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
DALLAS, TX
Past

February 25, 2011 - April 18, 2011

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

July 16, 2008 - October 14, 2010

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
ADDISON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP

CRD#: 283515 / SEC#: 801-107971

RIA
Registered Investment Advisory firm - (7/6/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(5/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/16/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/13/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/24/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/14/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SW
SAGESPRING WEALTH PARTNERS
SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP

CRD#: 283515 / SEC#: 801-107971

RIA
Registered Investment Advisory firm - (7/6/2016 Approved)
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Contact information

Main Address
801 Crescent Centre Drive Suite 600, Franklin, TN 37067
Mailing Address
Phone number
(615) 861-6100
Established
Firm type
Fiscal year end
# of Employees
180

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAGESPRING WEALTH PARTNERS - FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts10,811
AUM (Assets Under Management)$ 6,485,071,326

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SAGESPRING WEALTH PARTNERS

CRD#: 283515Frisco, TX 75034

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