Lauren Melissa Williams
Investment adviser representative at Sagespring Wealth Partners
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Sagespring Wealth Partners LLCMay 2026 to now
- UnemployedSep 2025 to Apr 2026
- Massmutual Life Insurance CoJun 2025 to Aug 2025
- MML Investors Services, LLCJun 2025 to Aug 2025
- UnemployedFeb 2025 to Jun 2025
- StifelNov 2024 to Feb 2025
- Stifel, Nicolaus & Company, IncorporatedNov 2024 to Feb 2025
- Ameriprise Financial Services, LLCNov 2023 to Nov 2024
- Comerica Securities Inc.Jan 2019 to Nov 2023
- Bok Financial Securities, Inc.Jul 2018 to Jan 2019
- BOKF, NAJul 2018 to Jan 2019
- RaaFeb 2018 to Jun 2018
- Raymond James Financial Services Advisors, IncJun 2017 to Mar 2018
- Raymond James Financial Services, Inc.May 2017 to Mar 2018
- Wedbush Securities Inc.Apr 2017 to May 2017
- UBS Financial Services Inc.Apr 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 5504831
- Firm CRD
- 283515