Jeffrey William Speers

Current Employers

Rise Financial Partners

St Petersburg, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-06-19

FL RA
APPROVED

Since 2023-06-19

Branch Locations

Sarasota, FL • United States

St Petersburg, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Mutual Of Omaha Investor Services, Inc.	Fort Myers	FL	03/2006	09/2017
Speers Financial, Llc	Sarasota	FL	03/2015	Present
Legacy Financial Advisors	Covington	KY	12/2018	06/2019
Wealth Planning And Design Llc	Sarasota	FL	07/2019	12/2019
Wealth Planning And Design Llc	Sarasota	FL	12/2021	05/2023
Wr Wealth Planners, Llc	Columbia	MO	03/2023	06/2023
Rise Financial Partners Llc	St Petersburg	FL	06/2023	Present

03/2006 → 09/2017

Mutual Of Omaha Investor Services, Inc.

Fort Myers, FL
03/2015 → Present

Speers Financial, Llc

Sarasota, FL
12/2018 → 06/2019

Legacy Financial Advisors

Covington, KY
07/2019 → 12/2019

Wealth Planning And Design Llc

Sarasota, FL
12/2021 → 05/2023

Wealth Planning And Design Llc

Sarasota, FL
03/2023 → 06/2023

Wr Wealth Planners, Llc

Columbia, MO
06/2023 → Present

Rise Financial Partners Llc

St Petersburg, FL

Previous Registrations

2023-04-12 → 2023-06-14

Wr Wealth Planners Llc

Sarasota, FL

Columbia, MO
2021-12-08 → 2023-05-22

Wealth Planning And Design Llc

Sarasota, FL
2019-07-09 → 2019-12-12

Wealth Planning And Design Llc

Sarasota, FL
2018-12-05 → 2019-06-11

Legacy Financial Advisors, Inc.

Sarasota, FL

Covington, KY

Other Businesses

Speers Financial; yes; 5824 Bee Ridge Rd #318 Sarasota, FL 34233; Financial Consulting; President/Insurance Agent; An insurance agency, license #L100710, appointed in the state of Florida and offers fixed insurance products; administrative consulting to small businesses as well as receives payouts for investment advisory services through Rise Financial Partners LLC; 99 hours per month; started 3/2015. OBA Name: Bent Tree Village Unit 2 HOA; Investment Related: No; Nature of Business: Homeowners Association; Position/Title/Relationship: Board Member; Start Date: 04/21/2026; Approximate Hours Per Month: 4; Hours During Securities Trading Hours: 0; Description of Duties: Serves as a volunteer HOA board member responsible for assisting with community governance, budgeting, policy review, vendor and management coordination, maintenance oversight, and ensuring compliance with governing documents and applicable Florida statutes. Duties include attending board meetings, reviewing association matters, and responding to homeowner concerns in the best interests of the community.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-10-05

S65 Uniform Investment Adviser Law Examination

2018-10-05

View on SEC IAPD