TrueAdvisor
TrueAdvisor
JC
CFP
JC
CFP

Jeffrey Casey

Sagespring Wealth Partners
10 Years of Experience
Omaha, NE
Sells Insurance
View SEC Summary
View SEC Summary

Jeffrey Casey is a CFP-designated registered investment advisor at Sagespring Wealth Partners, based in Omaha, NE, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 11,623 clients with $8.5B in assets under management.

Sagespring Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
11,623 clients
Average Client Portfolio
$730K average
Assets Under Management
$8.5B

Fee Structure

Planning is included in investment management (also available separately)

SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.

View Full SEC Brochure

Location

15808 West Dodge Road, Suite 103, Omaha, NE, 68118

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jeffrey is an officer at Casey Wealth Team and CEO of Jeff Casey Inc., from which he receives passive income from renewal commissions related to prior insurance sales. He is also an advisor at SageSpring Wealth Partners and a financial advisor at Vanbridge, dedicating about half his time to each of these activities.

Employment History
Current Registrations
Sagespring Wealth Partners
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2016 - December 2016 · 7 mos
Raymond James Financial Services, INC.Broker
February 2016 - November 2024 · 8 yrs 9 mos
State Registrations2 states
NETX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Omaha, NE →All financial advisors in Nebraska →