Max Bortenschlager
Investment adviser representative at Sagespring Wealth Partners
9 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
9 years in the industry.
- Sagespring Wealth Partners LLCDec 2025 to now
- Cetera Investment Advisers LLCMar 2025 to Dec 2025
- Artistry WealthJan 2025 to Dec 2025
- Cetera Advisors, LLCJun 2024 to Dec 2025
- Brunette & AssociatesMar 2023 to Dec 2025
- UnemployedJan 2022 to Mar 2023
- Full-time StudentJun 2020 to Dec 2021
- Transfer StudentDec 2019 to Jun 2020
- Full-time StudentJun 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6975292
- Firm CRD
- 283515