MA
Matthew W. Atchison
SAGESPRING WEALTH PARTNERS | Financial Advisor
Omaha, NE 68118
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CRD#: 6084156
MA
Professional summary
Matthew William Atchison is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Omaha, Nebraska.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance
Philanthropic services
Financial planning
Trading individual securities
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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: Atchison Wealth Team Address: 15808 W Dodge Rd Ste 103, Omaha, NE, 68118-2050, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 03/09/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial advisor (2)Name of Business: SageSpring Wealth Partners Address: 15808 West Dodge Road Suite 103, Omaha, NE, 68118, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/18/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: we are using Vanbridge through our Nashville office to write most of our long term care policies, some life and disability insurance as well. (3)Name of Business: SageSpring Wealth Partners Address: 15808 West Dodge Road Suite 103, Omaha, NE, 68118, United States Activity Type: Independent RIA Position/Title: Advisor, Partner Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I will continue in my same role as an investment advisor and financial planner, just under the new RIA we established. (4)Name of Business: SageSpring Wealth Partners Address: 15808 W Dodge Rd Ste 103, Omaha, NE, 68118-2050, United States Activity Type: Independent RIA Position/Title: Advisor, Partner Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I'm an advisor, a partner, and helping manage the company.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Atchison'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®
NoneExperience
Current
December 21, 2016 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 15808 West Dodge Road Suite 103, Omaha, NE 68118RIA
CRD#: 283515
Omaha, NE
Past
August 15, 2012 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
OMAHA, NE
Past
June 22, 2012 - November 27, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
OMAHA, NE
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
Nebraska(12/21/2016)
IAR
Texas(6/3/2019)
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
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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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Company Information
SAGESPRING WEALTH PARTNERS
Financial AdvisorCRD#: 283515Omaha, NE 68118TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
