Tyler R. Howarth

SAGESPRING WEALTH PARTNERS

Knoxville, TN 37934

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CRD#: 6707017

Professional summary

Tyler Robert Howarth is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Knoxville, Tennessee.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tyler has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Robert Howarth'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

December 24, 2025 - Present

SAGESPRING WEALTH PARTNERS

Office #1: 136 Concord Road, Knoxville, TN 37934

RIA

CRD#: 283515

Knoxville, TN

Past

December 8, 2023 - December 19, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Knoxville, TN

Past

October 2, 2023 - December 19, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Knoxville, TN

Past

December 3, 2018 - May 31, 2019

IRONWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 200511

PHOENIX, AZ

Past

July 11, 2017 - December 17, 2018

EPS WEALTH MANAGEMENT

RIA

CRD#: 158468

GLENDALE, AZ

Past

April 21, 2017 - June 14, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SCOTTSDALE, AZ

Past

February 22, 2017 - June 14, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

SCOTTSDALE, AZ

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

Tennessee
(12/26/2025)

IAR

Texas
(12/24/2025)

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

IAR

Series 66

Date: 10/28/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/27/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2017

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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Advisor Monitoring

Firm Stability Insights

Tyler R. Howarth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Robert Howarth's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

IRONWOOD WEALTH MANAGEMENT, LLC

EPS WEALTH MANAGEMENT

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

SAGESPRING WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2023

Series 7TO

Date: 10/2/2023

SIE

Date: 7/27/2023

Series 7

Date: 2/22/2017

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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