Advisor at Oldfield Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oldfield Wealth Partners
Location
Bangor, ME 04401
Credentials
CFP®, Series 66
Industry experience
2 years
Alexander Briggs is a CFP® professional with two years of industry experience, currently serving at Ameritas Advisory Services, LLC. His prior roles include work with Ameritas Investment Company, LLC and Thompson Financial Group, where he is involved in insurance sales and financial advice. Outside of finance, he has held various positions including roles in education and landscaping. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies.
Based on Oldfield Wealth Partners
Financial planning fixed fees between $2,500 and $25,000.
$0 - $999,999: 1.5% $1,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.0% $10,000,000+: Negotiable
77 Exchange St., Suite 302
Bangor, ME 04401
Maine
Oldfield Wealth Partners LLC
2026 - Present (1 year)
Ameritas Advisory Services, LLC
2023 - 2026 (3 years)
Ameritas Investment Company, LLC
2023 - 2026 (3 years)
Thompson Financial Group
2023 - 2026 (3 years)
Liberty University Campus Rec.
2022 - 2022 (1 year)
Harbor Shore Landscaping
2020 - 2022 (2 years)
WEConnect International
2019 - 2020 (1 year)
Liberty University
2019 - 2023 (4 years)
McPherson Timberlands LLC
2018 - 2019 (1 year)
AiroComm
2018 - 2019 (1 year)
Kid's Korner Daycare
2016 - 2019 (3 years)
Hampden Academy
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 66
Bangor, ME
Warren Financial, LLC
Series 66
Bangor, ME
Oldfield Wealth Partners
Series 63, Series 65
Bangor, ME
Eagle Financial Strategies
Series 66
Bangor, ME
Eagle Financial Strategies
Series 65
Veazie, ME
Stillwater Investing
ChFC®, Series 66
Bangor, ME
Eagle Financial Strategies
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")