Abdulkarim Safi
Investment adviser representative at Sagespring Wealth Partners
7 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
7 years in the industry.
- Sagespring Wealth PartnersDec 2023 to now
- Raymond James Financial Services, Inc.Dec 2023 to Nov 2024
- Brinker Capital Securities, LLCJul 2023 to Dec 2023
- Orion Portfolio Solutions, LLCJul 2023 to Dec 2023
- Thomas BeebeOct 2020 to Jun 2023
- Orion Advisor TechnologyNov 2019 to Oct 2020
- Northwestern Mutual Wealth Management CompanySep 2017 to Jun 2023
- Northwestern Mutual Investment Services LLCMay 2017 to Jun 2023
- Tim HarrisonMay 2016 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 6656081
- Firm CRD
- 283515