Jeffrey Paul Riesberg

Advisor Share Wealth Management, LLC

19 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Share Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

34 advisors

Number of Clients

963 clients

Average Client Portfolio

$192K average

Assets Under Management

$185.2M

Fee Structure

Minimum Investment:$25K

Location

212 South St, Iola, KS, 66749

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

December 2018

Customer Dispute

March 2013

Closed-No Action

Employment Separation After Allegations

November 2011

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey works as an insurance agent, dedicating about 20% of his time to offering insurance products and services. He also spends about 20% of his time offering advisory services to house accounts and minimal time referring clients for legal/estate advice.

Employment History

Current Registrations

Advisor Share Wealth Management, LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Sequent Planning, LLC

February 2019 - August 2024 · 5 yrs 6 mos

Allstate Financial Services, LLCBroker

April 2013 - December 2018 · 5 yrs 8 mos

Allstate Financial Advisors, LLC

April 2013 - December 2018 · 5 yrs 8 mos

Woodmen Financial Services, INC.Broker

February 2012 - February 2013 · 1 yr

TD Ameritrade, INC.

August 2007 - December 2011 · 4 yrs 4 mos

Amerivest Investment Management, LLC

August 2007 - December 2011 · 4 yrs 4 mos

TD Ameritrade, INC.Broker

April 2006 - December 2011 · 5 yrs 8 mos

State Registrations3 states

KSNETX

Advisor

Exams

No exam information available for this advisor.