Brandon Kew
SAGESPRING WEALTH PARTNERS
Clarinda, IA 51632
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CRD#: 6753103
Professional summary
Brandon Kew, CFP® is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Clarinda, Iowa.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brandon has worked at 2 firms and has passed the Series 66, 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.
(1)Name of Business: Address: 3408 N 129th Circle, Omaha, NE, 68164, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 03/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I co-own a rental property in Cedar Falls, IA. I am in contact with the tenants and collect/deposit the rent checks. (2)Name of Business: H&R Block Address: 15668 W Maple road, Omaha, NE, 68116, United States Activity Type: Tax Preparation Position/Title: Agent Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Hourly tax preparation of personal income tax returns (3)Name of Business: Kew Brothers, LLC Address: 3408 N 129th Circle, Omaha, NE, 68164, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/15/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Kew Wealth Team Address: 114 West Main Street, Clarinda, IA, 51632, United States Activity Type: Support Company - Non Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 12/09/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: I am the financial planner for this endeavor. This is our branding/marketing name for our investment advisory practice. (5)Name of Business: SageSpring Wealth Partners Address: 114 West Main Street, Clarinda, IA, 51632, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Advisory Services (6)Name of Business: Vanbridge Address: 114 West Main Street, Clarinda, IA, 51632, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: No Start Date: 11/07/2019 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 going to start using Dixon Wells to help us selling non-variable insurance to clients.\n\n9.13.22 Dixon Wells has been acquired by Vanbridge.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Kew'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: 2020
Experience
Current
June 14, 2017 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 114 West Main Street, Clarinda, IA 51632RIA
CRD#: 283515
Clarinda, IA
Past
February 14, 2017 - November 27, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
CLARINDA, IA
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
Iowa(6/14/2017)
IAR
Nebraska(6/19/2017)
IAR
Texas(3/23/2023)
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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Company Information
SAGESPRING WEALTH PARTNERS
CRD#: 283515Clarinda, IA 51632TRUST BUT VERIFY
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