Shreve Mifflin Briggs

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2023 → Present
  Bluepine Financial
  Sisters, OR
• 11/2023 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2023 → 02/2023
  Esi - Energyneering Systems Inc.
  Sisters, OR
• 04/2018 → 12/2022
  Laird Superfood
  Sisters, OR
• 01/2015 → 01/2018
  Solid Rock Stone Countertops
  Sisters, OR
• 02/2018 → 04/2018
  Columbia Pacific Tax Service Llc
  Bend, OR

Other Businesses

1) BLUEPINE FINANCIAL; INVESTMENT RELATED; 704 HOOD AVE STE A SISTERS, OR 97759; LIFE INSURANCE & ANNUITY; PRODUCER; 2/2023; 10HRS/MO; 10/HRS/MO DURING SECURITY TRADING HOURS; ANALYZE CLIENT SITUATIONS AND PRODUCE SUITABLE RECOMMENDATIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-02