Abdulkarim Safi

SAGESPRING WEALTH PARTNERS

Omaha, NE 68118

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CRD#: 6656081

Professional summary

Abdulkarim Safi, CFP®, who also goes by Karim Safi, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Omaha, Nebraska.

Abdulkarim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Abdulkarim has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karim Safi

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.

SageSpring Wealth Partners Not investment related Omaha, NE DBA/Support Company Advisor 12/2023 0 hours per month 0 hours during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abdulkarim Safi'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®

CFP^®

Certified Financial Planner

Experience

Current

February 27, 2024 - Present

SAGESPRING WEALTH PARTNERS

Office #1: 15808 West Dodge Rd Suite 103, Omaha, NE 68118

RIA

CRD#: 283515

Omaha, NE

Past

December 12, 2023 - November 27, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

OMAHA, NE

Past

July 14, 2023 - December 1, 2023

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

OMAHA, NE

Past

July 11, 2023 - December 1, 2023

BRINKER CAPITAL SECURITIES, LLC

CRD#: 38123

BERWYN, PA

Past

October 19, 2020 - July 13, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

OMAHA, NE

Past

May 26, 2017 - November 7, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

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".

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
(2/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/24/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2017

General Securities Representative Examination

Current Firm

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 Accounts	10,811
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.

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Firm Stability Insights

Abdulkarim Safi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abdulkarim Safi's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL SECURITIES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

SAGESPRING WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 8/24/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/26/2017

Current Firm

SAGESPRING WEALTH PARTNERS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGESPRING WEALTH PARTNERS

TRUST BUT VERIFY

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