BM
CFP
BM
CFP

Brett Michael Murray

4 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

Brett supports the lead advisor at Atchison Wealth Team and Southwestern Investment Group, and assists with client relationships and business development at SageSpring Wealth Partners. He is also a financial advisor and planner at SageSpring Wealth Partners, dedicating about half of his time to these activities.

Employment History
Current Registrations
Sagespring Wealth Partners
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2021 - November 2024 · 3 yrs 9 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.