Brian Jeffrey Sauer

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2020 → 07/2020
  Palo Alto Networks
  San Jose, CA
• 05/2019 → 04/2020
  Cloudgenix
  San Jose, CA
• 07/2017 → 07/2019
  Lago Vista Isd
  Lago Vista, TX
• 01/2011 → 05/2018
  Acs Athletics/Front Rush
  Chicago, IL
• 06/2020 → 08/2023
  Thrivent Investment Management Inc.
  Point Venture, TX
• 02/2021 → 09/2024
  Northlake Church
  Lago Vista, TX
• 08/2023 → 09/2024
  Avantax Investment Services Inc.
  Giddings, TX
• 08/2023 → 09/2024
  Avantax Advisory Services
  Giddings, TX
• 08/2023 → 09/2024
  Avantax Insurance Agency, Llc
  Giddings, TX
• 09/2024 → 12/2025
  Inspire Investing, Llc
  Meridian, ID
• 09/2023 → 09/2024
  Alliance Wealth Strategies, Llc
  Giddings, TX
• 12/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-10-03 → 2025-12-12
  Inspire Investing, Llc
  Point Venture, TX
  Meridian, ID
• 2023-08-29 → 2024-09-26
  Avantax Advisory Services
  Giddings, TX
  Dallas, TX
• 2020-09-10 → 2023-08-30
  Thrivent Investment Management Inc.
  Cedar Park, TX
  Lago Vista, TX
  Point Venture, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-09-09

Other Names

• Jeffrey Sauer
• Jeff Sauer
• Brian Sauer
• B Jeffrey Sauer