CK
CK

Chase Macauley Keen

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

Loading...

Location

801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067

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

Chase works as a financial advisor for Chase Keen Wealth Team and SageSpring Wealth Partners, dedicating about half of his time to each. He also assists clients with non-variable insurance through Vanbridge, spending a few hours per week on this activity.

Employment History
Current Registrations
Sagespring Wealth Partners
April 2018 - Present · 7 yrs 10 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2017 - November 2024 · 7 yrs 1 mo
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.
Chase Macauley Keen - Financial Advisor | TrueAdvisor