Kai
Meacham

Sagespring Wealth Partners

CRD#7704292
Investment Advisor
in Omaha, NE

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About this Advisor

Kai Meacham is a financial advisor based in Omaha, Nebraska, working with Sagespring Wealth Partners. Kai has previously held positions at Sagespring Wealth Partners, Recreational Equipment Inc, University Of Nebraska-Lincoln, Envirologix, Millard North High School, Amigos, and Blondo Childcare And Preschool. Kai has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Kai is part of Sagespring Wealth Partners, which operates out of Omaha, Nebraska. The firm has 11 offices and 180 employees. Sagespring Wealth Partners manages assets totaling $6.5 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15808 W. Dodge Road, Suite 103
Omaha, NE 68118

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$6,485,071,326

NE Average: $730,596,643
Total Number of Employees

180

NE Average: 15
Total Number of Accounts

10,811

NE Average: 968
Average Account Size

$599,859

NE Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kai Meacham Work History

2023 - Present (2 years)

Sagespring Wealth Partners

2021 - 2022 (1 year)

Recreational Equipment Inc

2020 - 2020 (< 1 year)

Envirologix

2020 - 2021 (1 year)

University Of Nebraska-Lincoln

2019 - 2020 (1 year)

University Of Nebraska-Lincoln

2019 - 2019 (< 1 year)

University Of Nebraska-Lincoln

2018 - 2018 (< 1 year)

University Of Nebraska-Lincoln

2017 - 2021 (4 years)

University Of Nebraska-Lincoln

2017 - 2017 (< 1 year)

Amigos

2014 - 2017 (3 years)

Blondo Childcare And Preschool

2013 - 2017 (4 years)

Millard North High School

Disclosures

Please visit the SEC profile of Kai Meacham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagespring Wealth Partners

Bradley Holloway
Brentwood, TN
Winston Justice
Franklin, TN
John Gleason
Brentwood, TN
Alex Prusa
Omaha, NE
Nickolas Parker
Frisco, TX
Conner Crocker
Brentwood, TN
John O'Connor
Franklin, TN
Luke Powers
Knoxville, TN

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