Caroline Grace Kroll
Investment adviser representative at Sagespring Wealth Partners
10 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
10 years in the industry.
- Sagespring Wealth PartnersSep 2024 to now
- The M&w Logistics Group Inc.Jun 2022 to Sep 2024
- Student At the University of TennesseeAug 2021 to May 2022
- AnakeestaMay 2021 to Aug 2021
- University of Tennessee, Haslam College of BusinessAug 2020 to Dec 2021
- N/a - StudentAug 2020 to May 2021
- StarbucksMay 2020 to Aug 2020
- N/a - StudentAug 2019 to May 2020
- Ymca of Middle TennesseeMay 2019 to Aug 2019
- N/a - StudentOct 2017 to May 2019
- Pump It UpSep 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7978094
- Firm CRD
- 283515