AS
CFP
AS
CFP

Abdulkarim Safi

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

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Location

15808 West Dodge Rd Suite 103, Omaha, NE, 68118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Abdulkarim is associated with SageSpring Wealth Partners as a DBA/Support Company Advisor since December 2023. He dedicates minimal time to this activity, which is not investment-related.

Employment History
Current Registrations
Sagespring Wealth Partners
February 2024 - Present · 2 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
December 2023 - November 2024 · 11 mos
Orion Portfolio Solutions, LLC
July 2023 - December 2023 · 5 mos
Brinker Capital Securities, LLCBroker
July 2023 - December 2023 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2020 - July 2023 · 2 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
May 2017 - November 2019 · 2 yrs 6 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Abdulkarim Safi - Financial Advisor | TrueAdvisor