Advisor at AE Wealth Management, LLC
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Firm
AE Wealth Management, LLC
Location
Sisters, OR 97759
Credentials
Series 65
Industry experience
2 years
Shreve Briggs is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023. Prior to his current role, he held positions at Laird Superfood and Columbia Pacific Tax Service LLC. Briggs is also involved with Bluepine Financial, where he analyzes client situations and produces suitable recommendations related to life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers diversified services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates both internal and third-party managed models.
Based on AE Wealth Management, LLC
Flat fees for financial planning and consulting services are offered, specific amounts not stated
Negotiable up to 2.5% annually maximum
Specific hourly rates not stated in brochure
704 Hood Ave, Ste A
Sisters, OR 97759
Oregon
AE Wealth Management, LLC
2023 - Present (3 years)
Bluepine Financial
2023 - Present (3 years)
ESI - Energyneering Systems Inc.
2023 - 2023 (1 year)
Laird Superfood
2018 - 2022 (4 years)
Columbia Pacific Tax Service LLC
2018 - 2018 (1 year)
Solid Rock Stone Countertops
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Sisters, OR
Filigree Wealth Advisors, LLC
Series 66
Sisters, OR
Browning Capital Management LLC
Series 65
Sisters, OR
Browning Capital Management LLC
Series 63, Series 66
Sisters, OR
AE Wealth Management, LLC
Series 65
Sisters, OR
AE Wealth Management, LLC
Series 63, Series 66
Sisters, OR
Founders Financial Securities LLC
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