Allen Kerry Oakley
Investment adviser representative at Sagespring Wealth Partners
11 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
11 years in the industry.
- Sagespring Wealth PartnersJun 2022 to now
- Raymond James Financial Services, Inc.May 2019 to Nov 2024
- Pinnacle BankOct 2017 to Jan 2020
- Suntrust Advisory Services, IncMar 2017 to Oct 2017
- Suntrust Investment Services. IncJul 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6525263
- Firm CRD
- 283515