801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Chase works as a financial advisor for Chase Keen Wealth Team and SageSpring Wealth Partners, dedicating about half of his time to each. He also assists clients with non-variable insurance through Vanbridge, spending a few hours per week on this activity.