ZL
Zachary R. Labroad
SAGESPRING WEALTH PARTNERS
Omaha, NE 68118
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CRD#: 7195317
ZL
Professional summary
Zachary Robert Labroad, who also goes by Zach Robert Labroad, is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Omaha, Nebraska.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Zachary has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zach Robert Labroad
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: LaBroad Wealth Team Address: 15808 West Dodge Road, Omaha, NE, 68118, United States Activity Type: Support Company - Non Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Lead Financial Advisor (2)Name of Business: SageSpring Wealth Partners Address: 15808 West Dodge Road, Omaha, NE, 68118, 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: 41-80 Description of duties: Team Lead Financial Advisor (3)Name of Business: VanBridge Address: 15808 West Dodge Road, Omaha, NE, 68118, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Helping Clients make objective decisions regarding term life coverage and helping them navigate and select the most efficient options
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Robert Labroad'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
October 7, 2020 - Present
SAGESPRING WEALTH PARTNERS
Office #1: 15808 West Dodge Rd Suite 103, Omaha, NE 68118RIA
CRD#: 283515
Omaha, NE
Past
January 16, 2020 - 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(10/7/2020)
IAR
Texas(3/23/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/15/2020
General Securities Representative ExaminationGeneral 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#: 283515Omaha, NE 68118TRUST BUT VERIFY
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