Riley Wade Nelsen
Investment adviser representative at Sagespring Wealth Partners
9 yearsExperience
3 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
9 years in the industry.
- Sagespring Wealth PartnersMay 2019 to now
- Raymond James Financial Services, IncJul 2019 to Dec 2024
- Raymond James Financial Services, IncSep 2018 to Jun 2019
- Southwestern Investment GroupAug 2018 to May 2019
- Money Management ConceptsJun 2018 to Aug 2018
- Spectra Contract FlooringJun 2017 to Aug 2017
- Samford UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (AL, FL, 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
- 7015525
- Firm CRD
- 283515