John M. Denney

SAGE INVESTMENT COUNSEL

Franklin, TN 37064

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CRD#: 703975

Professional summary

John Michael Denney, who also goes by Mike Denney, is a registered financial advisor currently at SAGE INVESTMENT COUNSEL located in Franklin, Tennessee.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. John has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Denney

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.

MBA TRAILHEAD LLC 5711 OLD HARDING PK STE 7 NASHVILLE TN 37205, VACATION RENTAL, MEMBER, 1/1/13, 1, 0, ACCOUNTING FOR EXPENSES AND RENTAL INCOME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Denney'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

June 11, 2020 - Present

SAGE INVESTMENT COUNSEL

Office #1: 142 5th Avenue North Suite A, Franklin, TN 37064

RIA

CRD#: 116907

Franklin, TN

Past

January 29, 2004 - June 4, 2020

&PARTNERS

RIA

CRD#: 3767

FRANKLIN, TN

Past

August 16, 1990 - June 4, 2020

&PARTNERS

CRD#: 3767

FRANKLIN, TN

Past

June 22, 1989 - August 21, 1990

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

January 19, 1980 - June 15, 1989

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

SAGE INVESTMENT COUNSEL

MABRY-CALVIN, LLC | SAGE INVESTMENT COUNSEL LLC | SAGE INVESTMENT COUNSEL

CRD#: 116907 / SEC#: 801-121406

RIA

Registered Investment Advisory firm - (6/4/2021 Approved)

Tennessee

Registered Investment Advisory firm - (7/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/11/2020)

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 65

Date: 12/26/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/8/1980

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: 1/19/1980

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/31/1990

General Securities Principal Examination

Current Firm

SAGE INVESTMENT COUNSEL

MABRY-CALVIN, LLC | SAGE INVESTMENT COUNSEL LLC | SAGE INVESTMENT COUNSEL

CRD#: 116907 / SEC#: 801-121406

RIA

Registered Investment Advisory firm - (6/4/2021 Approved)

Tennessee

Registered Investment Advisory firm - (7/9/2021 Terminated)

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Contact information

Main Address

142 5th Avenue North Suite A, Franklin, TN 37064

Mailing Address

Phone number

(615) 591-1210

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAGE INVESTMENT COUNSEL FORM ADV PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 144,189,892

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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John M. Denney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Denney's CRS (Customer Relationship Summary).

Certified licenses

Experience

&PARTNERS

&PARTNERS

FSC SECURITIES CORPORATION

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SAGE INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Series 65

Date: 12/26/1996

Series 63

Date: 2/8/1980

SIE

Date: 10/1/2018

Series 7

Date: 1/19/1980

Series 24

Date: 1/31/1990

Current Firm

SAGE INVESTMENT COUNSEL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGE INVESTMENT COUNSEL

TRUST BUT VERIFY

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