Duane Arthur Sturm
Investment adviser representative at Sagespring Wealth Partners
27 yearsExperience
2 statesRegistered in
$8.5BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Sturm-kew Wealth TeamApr 2022 to now
- Dixon WellsNov 2019 to now
- Sagespring Wealth PartnersFeb 2017 to now
- Raymond James Financial ServicesOct 1999 to now
- Southwestern Investment Advisory ServicesMar 2018 to Jan 2022
- Southwestern Investment GroupMar 2017 to Jan 2022
- Raymond James Financial Services Advisors, IncJan 2009 to Mar 2017
- Sturm Financial ServicesJan 2001 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2275213
- Firm CRD
- 283515