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

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Location

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

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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.

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Other Business Activities

Alex is a registered branch associate for multiple entities including SageSpring Wealth Partners and Southwestern Investment Group/Advisory Services. Alex dedicates about half of their time to these investment-related activities.

Employment History
Current Registrations
Sagespring Wealth Partners
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2021 - April 2022 · 10 mos
Raymond James Financial Services, INC.Broker
April 2021 - November 2024 · 3 yrs 7 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.