John O'Connor

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About John O'Connor

Originally from Maryland, I've proudly called Nashville home since 2021. I love working with people who take their financial future seriously and value having an advisor who is proactive, responsive, and deeply involved in their financial lives. I believe great advice comes from consistent communication, thoughtful planning, and putting in the work behind the scenes to help clients make confident decisions.

Outside of the office, you'll usually find me training for Hyrox competitions, playing volleyball or softball, or exploring Nashville's incredible food scene and checking out the latest restaurants downtown.

See Disclosures

General Information

CRD#

7144355

Firm CRD#

283515

Insurance License#

3002771529

Name of Broker/Dealer

SAGESPRING WEALTH PARTNERS

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Life, Long Term Care, Health, Disability

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893680/paladinregistry-SageSpring-Wealth-Partners---O'Connor-Wealth-Team-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

SageSpring Wealth Partners - O'Connor Wealth Team