Jeffrey Riesberg
Jeffrey Riesberg is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Iola, KS, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
212 South St, Iola, KS, 66749
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
December 2018Customer Dispute
March 2013Employment Separation After Allegations
November 2011Other 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
Previous Registrations
Sequent Planning, LLC
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Woodmen Financial Services, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.