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Emily Sibert

Advisor at Stirlingshire Investments

Updated today
Stirlingshire Investments logo

Firm

Stirlingshire Investments

Location

Spokane, WA

Credentials

Series 63, Series 65

Industry experience

< 1 year

About

Emily Sibert is an advisor at OneAmerica Securities, Inc. with Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at several financial services firms including MWA Financial Services, Modern Woodmen of America, and Eagle Strategies. Prior to entering the financial industry, she operated Tigerlili Consulting for 13 years. OneAmerica Securities provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering advice primarily through a nationwide network of Investment Advisor Representatives who coordinate with third-party account managers and oversee program selection and client monitoring.

Client services

Based on Stirlingshire Investments

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Stirlingshire Investments

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities

Fee options

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually

Commissions

Certain individuals are registered representatives of affiliated broker-dealer and may receive commissions from sales of investment products.

Location

Spokane, WA

Most active in

Washington

Work history

Stirlingshire Investments BD LLC

2026 - Present (1 year)

Stirlingshire Investments RIA LLC

2026 - Present (1 year)

OneAmerica Financial

2026 - 2026 (1 year)

American United Life

2026 - Present (1 year)

MWA Financial Services, Inc.

2025 - 2026 (1 year)

Modern Woodmen of America

2025 - 2026 (1 year)

Eagle Strategies LLC

2025 - 2026 (1 year)

NYLIFE Securities, LLC

2025 - 2026 (1 year)

New York Life Insurance Company

2025 - 2025 (1 year)

MML Investors Services, LLC

2024 - 2025 (1 year)

MassMutual Life Insurance Co

2024 - 2024 (1 year)

Unemployed

2024 - 2024 (1 year)

NYLIfe Securities, LLC

2024 - 2024 (1 year)

Tigerlili Consulting

2011 - 2024 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Denise D

CFP®, Series 63, Series 65

Spokane, WA

Financial Trex, LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Jeffrey Z

PFS™, Series 65

Spokane, WA

Chair Six Financial Planning, PLLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Tax-loss harvesting

Keith S

CFP®

Cheney, WA

Spencer Financial Planning, LLC

Hi, I’m Keith. So, a bit about me. I love this stuff. The whole financial planning thing. After getting a degree in music (yeah, music…), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to open my own financial planning firm at some point. I finally decided to pull the trigger to open my own firm in 2019, and here I am. I’m now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere. I’m a bit of a nerd when it comes to finances. I have so much fun with this topic and am honored to be able to help others with it. Money can be such a tough subject, so I love coming alongside people to help them navigate the questions they have, as well as the questions they don’t know they should have. I started Spencer Financial Planning to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions. We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees. We help you: - Make smart financial decisions - Cultivate good habits with your money - Navigate the complexities of your finances On a personal level, a few things I love: - My wife and kids, foster care, adoption - Financial planning, reading - The Salvation Army, church - Music, playing bass guitar - Watching baseball, playing fantasy baseball, ping-pong - Eating (sometimes too much), using bullet points - Disneyland, Hawaii, the beach, travel

Income planning General retirement planning General tax planning
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Harry L

Series 65

Spokane, WA

Upfront Financial Planning, LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Doctor or Medical Professional
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Scott J

Series 65

Spokane, WA

Ravenwood Capital Management, LLC

Active portfolio management Concentrated stock management
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James J

ChFC®, Series 66

Colbert, WA

Sound Advisory Services Inc.

Active portfolio management
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