Amanda M Brooke
Investment adviser representative at Sagespring Wealth Partners
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$8.5BFirm 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
14 years in the industry.
- Sagespring Wealth PartnersNov 2022 to now
- Dobyns Wealth TeamDec 2021 to now
- Raymond James Financial ServicesSep 2012 to now
- Southwestern Investment Advisory ServicesFeb 2018 to Oct 2022
- Southwestern Investment GroupOct 2013 to Oct 2022
- Raymond James Financial Services Advisors Inc.Sep 2012 to Dec 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 4826491
- Firm CRD
- 283515