Advisor at SageSpring Wealth Partners
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Firm
SageSpring Wealth Partners
Location
Omaha, NE 68118
Credentials
Series 66
Industry experience
10 years
Jeffrey Casey is a financial advisor at SageSpring Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services and Southwestern Investment Advisory Services. Casey is also an officer and vice president of the Casey Wealth Team and serves as CEO of Jeff Casey Inc., a business through which he receives passive income from renewal commissions. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by around 75 advisors. The firm serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting with a goals-based portfolio management approach.
Based on SageSpring Wealth Partners
Based on SageSpring Wealth Partners
Flat fees for financial planning and consulting range from $1,500 to $50,000; Retirement Plan Consulting flat fees range from $750 to $100,000; fee-based insurance advisory may include flat fees.
$0+: Up to 2.25% annually (maximum annual fee for investment management services, negotiable and may be flat or blended rate) $0+: Dynasty Platform Fees ranging from 0.02% (2 bps) to 0.20% (20 bps) annually depending on program $0+: Independent manager fees range from 0% to 1.50% annually for equity managers and 0% to 0.90% for fixed income managers
Certain Investment Adviser Representatives (IARs) are registered representatives of a broker-dealer and may receive commissions for securities sales.
Hourly fee for financial planning and consulting up to $500 per hour.
Minimum fee: Minimum account program fee ranges from $50 to $120 depending on the Dynasty program Fee-only: Financial planning and consulting fees charged on hourly basis up to $500/hour or flat fees ranging from $1,500 to $50,000, negotiable.
15808 West Dodge Road, Suite 103
Omaha, NE 68118
Nebraska · Texas
SageSpring Wealth Partners
2022 - Present (4 years)
Casey Wealth Team
2021 - Present (5 years)
Dixon Wells
2019 - Present (7 years)
Southwestern Investment Advisory Services
2017 - 2022 (5 years)
Southwestern Investment Group
2017 - 2022 (5 years)
Raymond James Financial Services Advisors INC.
2016 - 2017 (1 year)
Raymond James Financial Services, Inc
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Omaha, NE
Reserve Wealth Planning
CFP®, Series 66
Papillion, NE
ARC Element Wealth Design
Series 63, Series 65
Gretna, NE
First Class Wealth Management LLC
CFA®, Series 63
Omaha, NE
Longview Investment Management LLC
Series 65
Omaha, NE
Doctors Family Office LLC
Series 63, Series 65
Omaha, NE
Legacy Estate Planning Group, Inc.
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