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Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Clarinda, IA 51632
Sagespring Wealth Partners
Multi-team
Duane Sturm is a financial advisor at SageSpring Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Raymond James Financial and Southwestern Investment Advisory Services. Sturm also operates as a landlord managing rental real estate properties. SageSpring Wealth Partners serves a diverse clientele including individual investors, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios using fundamental and technical analysis and provides access to third-party managers and outsourced CIO solutions.
Based on Sagespring Wealth Partners
Based on Sagespring Wealth Partners
Flat fees for financial planning and consulting services range from $1,500 to $50,000. Retirement plan consulting flat fees range from $750 to $100,000.
up to 2.25% annually, negotiable
Maximum $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees charged on an hourly basis up to $500/hour or a flat fee from $1,500 to $50,000, negotiable.
Clarinda, IA
114 W. Main Street
Clarinda IA 51632
Advisors at this office
2
Iowa · Texas
34 years of industry experience
Sturm-Kew Wealth Team
2022 - Present • 4 years
Clarinda, IA
Dixon Wells
2019 - Present • 7 years
Clarinda, IA
Southwestern Investment Advisory Services
2018 - 2022 • 4 years
Clarinda, IA
Southwestern Investment Group
2017 - 2022 • 5 years
Clarinda, IA
Raymond James Financial
2009 - 2017 • 8 years
Clarinda, IA
Sturm Financial Services
2001 - 2017 • 16 years
Clarinda, IA
Raymond James Financial Services
1999 - Present • 27 years
Clarinda, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Pella, IA
Intellicents Investment Solutions Inc
Robin Vink is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and holds a Series 65 designation. He has over 30 years of experience at Brown, Winick, Graves before joining INTELLICENTS in 2021. Vink serves as Treasurer and Board Member of the Pella Food Shelf, a local nonprofit organization. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts, offering a range of consulting and wealth management services. The firm focuses on long-term, buy-and-hold investment strategies supported by research and analytics, with a multi-team advisory platform and various affiliated employee-benefit businesses.
CFP®, Series 66
Clarinda, IA
Sagespring Wealth Partners
Austin Gutknecht is a CFP® with four years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience including roles outside finance, such as coaching high school wrestling and participating in local political activities. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios and uses both fundamental and technical analysis, combining multi-team scale with specialized institutional services.
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