Kai Meacham
Investment adviser representative at Sagespring Wealth Partners
13 yearsExperience
2 statesRegistered in
$8.5BFirm assets
10 yearsFirm in business
Are you Kai Meacham? Claim your profile
Contact this firm
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
13 years in the industry.
- Sagespring Wealth PartnersMar 2023 to now
- UnemployedDec 2022 to Mar 2023
- Recreational Equipment IncJun 2021 to Dec 2022
- UnemployedMay 2021 to Jun 2021
- EnvirologixMay 2020 to Aug 2020
- University of Nebraska-lincolnAug 2017 to May 2021
- AmigosFeb 2017 to Aug 2017
- Blondo Childcare and PreschoolJun 2014 to Feb 2017
- Millard North High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7704292
- Firm CRD
- 283515