Seven Arrows Planning
555 Marriott Drive Suite 150
Nashville, TN 37214
6156372073
About Seven Arrows Planning
When passionate people work toward a common goal, success follows. Each member of our team brings unique experiences, perspectives, and skills to the table and we plan to serve you now and for generations to come. We want to meet you where you are on your financial journey and design strategies to help you get where you want to be.
See Disclosures
General Information
Firm Start Year
Firm CRD#
1254
Name of Broker/Dealer
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
States Licensed in
TN
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Long Term Care, Variable Annuity, Life, Annuity
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Commissions, Based on Assets
Disclosures
Seven Arrows compensates Wiser Advisor for new leads. Wiser Advisor is not an investment client of Seven Arrows. Wiser Advisor has an economic incentive to recommend Seven Arrows, thereby resulting in a material conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893399/rothira-Seven-Arrows-Planning-detailed-disclosure.html
Disclaimer
Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA /SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
Representatives of Seven Arrows are registered with and provide securities and/or advisory services through Steward Partners.