Taryn Renae Lee
Investment adviser representative at Wealthspring
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$370.2MFirm assets
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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
23 years in the industry.
- WealthspringApr 2026 to now
- Commonwealth Financial NetworkOct 2020 to now
- Financial Advisory PartnersJun 2023 to Mar 2026
- Kms Financial Services, IncDec 2004 to Oct 2020
- Ann Novosel, Cfp�Apr 2003 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Wealthspring
Legal name: Wealthspring Partners, LLC
$370.2MAssets managed
409Clients
5Advisers
4 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
- 4612672
- Firm CRD
- 322756