Find Top Financial Advisors in Columbia, Tennessee

Advisor Match Advisor Match

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Columbia, Tennessee
Last Updated - 23-Mar-2023

Columbia has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Columbia, Tennessee have an average of 4 years of experience.

NOTE: The list of financial advisors in Columbia, Tennessee mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Columbia, Tennessee.

Qualified Financial Advisors in Columbia, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jordan Wedell
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
4 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Columbia

Qualifications CRD# 6685737
Firm CRD# 6694
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets

Office Location 801 Crescent Centre Dr. Suite 600,
Phone Number 615-861-3510

Since he was in middle school, Jordan knew exactly what he wanted to do when he grew up – become a Financial Advisor. Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7 and Series 66 licenses and Life and Accident/ Health Insurance license. In addition to these required licenses, Jordan has also earned the CFP®, CERTIFIED FINANCIAL PLANNER™ designation. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients. In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans. Prior to joining SageSpring, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months. Jordan draws from that experience and is known for his forward-thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.

About SageSpring Wealth Partners

SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

List of Additional Advisors in Columbia, Tennessee*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
April Thurman - Ameriprise Financial Services, LLC - CLOSED
Inquire with April
22 Public Sq, Ste 1, Columbia, TN  38401 931-388-6346
Bruce Gillen - Ameriprise Financial Services, LLC - CLOSED
Inquire with Bruce
22 Public Sq, Ste 1, Columbia, TN  38401 800-281-6574
Glenn E Campbell
Inquire with Glenn
100 Blythewood Dr, Ste B, Columbia, TN  38401 931-388-9768
Well House Financial Group
Inquire with Well
22 Public Sq, Ste 1, Columbia, TN  38401 931-388-6346
The Parker Group
Inquire with Parker
21 Public Square, Columbia, TN  38401 931-560-1900
OneAscent Wealth Management
Inquire with OneAscent
710 N. Main Street, Suite 100, Columbia, TN  38401 931-240-0003
Edward Jones
Inquire with Edward
807 Nashville Highway, Suite 6, Columbia, TN  38401 931-490-0209
Edward Jones
Inquire with Edward
1203 Hatcher Lane, Columbia, TN  38401 931-388-8932
Edward Jones
Inquire with Edward
807 Nashville Highway, Suite 6, Columbia, TN  38401 931-490-0209
Edward Jones
Inquire with Edward
1203 Hatcher Lane, Columbia, TN  38401 931-388-8932
    Talk to an advisor
    • Find pre-screened advisors
    • Review matched profiles
    • Receive free initial consultation

    Are You A Financial Advisor
    in Tennessee?

    Grow your AUM with pre-qualified leads!


    Customer Reviews

    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?