RB
RB

Ronald John Briggs

15 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$112.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1024 E. Grand River Ave, Suite B, Brighton, MI, 48116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ronald operates Briggs Financial Group Wealth Advisors as a DBA for investment advisory services. He is also the Founder, CEO, and Chief Investment Strategist for A Smarter Way to Invest, Inc. and an independent insurance agent for fixed life and annuity products, dedicating minimal time to this.

Employment History
Current Registrations
A Smarter Way to Invest, INC.
April 2021 - Present · 4 yrs 10 mos
Caitlin John, LLC
February 2011 - Present · 15 yrs
Previous Registrations
Peace of Mind Wealth Management
December 2021 - September 2022 · 9 mos
A Smarter Way to Invest, INC.
April 2013 - November 2017 · 4 yrs 7 mos
Retirement Wealth Advisors, INC.
October 2010 - January 2011 · 3 mos
State Registrations2 states
FLMI
Advisor
Exams
No exam information available for this advisor.
Ronald John Briggs - Financial Advisor | TrueAdvisor