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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 licenses and has worked with firms including Raymond James Financial and Southwestern Investment Advisory Services. Outside of advising, he is involved in property management as a landlord. SageSpring Wealth Partners serves individual clients, institutional and plan sponsors, and governmental entities. The firm offers discretionary investment management and consulting, tailoring portfolios with a range of asset types and employing both fundamental and technical analysis, while managing approximately $8.5 billion for over 11,500 clients.
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 - 2009 • 10 years
Clarinda, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
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, holding a Series 65 credential and three years of industry experience. He previously worked for Brown, Winick, Graves for 30 years before joining INTELLICENTS in 2021. Outside of his advisory role, he serves as Treasurer and Board Member for the Pella Food Shelf, a local nonprofit organization. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies led by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.
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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