Katie Anne Centofonti
Investment adviser representative at Sagespring Wealth Partners
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
20 years in the industry.
- Sagespring Wealth PartnersSep 2013 to now
- Raymond James Financial Services Advisors, Inc.May 2009 to Dec 2016
- Raymond James Financial Services, Inc.Sep 2006 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4986815
- Firm CRD
- 283515