BH
Brandon D. Haumschilt
SAGESPRING WEALTH PARTNERS
Franklin, TN 37067
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CRD#: 5863415
BH
Professional summary
Brandon Dabar Haumschilt, CFP®, who also goes by Brandon Haumschilt, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Franklin, Tennessee.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Brandon has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Haumschilt
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.
(1)Name of Business: Brandon Short Term Rental Address: 621b moore ave, Nashville, TN, 37203, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/05/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the property. Airbnb handles all the booking and scheduling of guests. My cleaning crew and maintenance staff handle everything else. (2)Name of Business: HAUMS LLC Address: 621b Moore Ave, Nashville, TN, 37203, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 05/25/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: producing and djing music (3)Name of Business: Haumschilt Wealth Team Address: 801 Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor and financial planning services (4)Name of Business: Sage Spring Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: Yes Start Date: 03/09/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planning and investment management (5)Name of Business: Sage Spring Wealth Partners Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor or Registered Branch Colleague or Financial Planner (6)Name of Business: Vanbridge Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/24/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist Client with non-variable insurance
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Dabar Haumschilt's 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®
CFP®
Start date: 2016
Experience
Current
October 5, 2016 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 801 Crescent Centre Drive Suite 600, Franklin, TN 37067RIA
CRD#: 283515
Franklin, TN
Past
January 6, 2012 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FRANKLIN, TN
Past
January 5, 2012 - November 8, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRANKLIN, TN
Past
January 4, 2011 - December 9, 2011
EDWARD JONES
RIA
CRD#: 250
LEBANON, TN
Past
December 16, 2010 - December 9, 2011
EDWARD JONES
BD
CRD#: 250
LEBANON, TN
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
Alabama(12/17/2019)
IAR
Tennessee(10/5/2016)
IAR
Texas(12/17/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 10,811 |
| AUM (Assets Under Management) | $ 6,485,071,326 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
