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Christopher Allen Briggs

Advisor at Cetera — Saint Johns, MI

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Saint Johns, MI

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,115 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Christopher Briggs is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes roles at VOYA Financial Advisors and Maynard, Kearney, Briggs & Associates. He serves as board president of the Colony Lake Home Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management solutions and access to third-party money managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Saint Johns, MI

Saint Johns MI

Advisors at this office

1

Most active in

Michigan

Work history

31 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2021 - Present • 5 years

El Segundo, CA

VOYA Financial Advisors

2014 - 2021 • 7 years

Okemos, MI

Maynard, Kearney, Briggs & Associates

2010 - 2017 • 7 years

Okemos, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Nicholas T

Series 65

Laingsburg, MI

Sovereign Financial Group, Inc.

Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Douglas V

CFP®, Series 63

DeWitt, MI

AssuredPartners Investment Advisors

Douglas Vaughn is a CFP® professional with 15 years of industry experience. He is currently with AssuredPartners Investment Advisors and has been involved with Chesme Capital Management since 2005. Vaughn holds the Series 63 designation and operates out of DeWitt, MI. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management, including the use of third-party managers and educational services.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Stephen E

Series 63, Series 65

DeWitt, MI

AssuredPartners Investment Advisors

Stephen Erb is a financial advisor at AssuredPartners Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Chesme Capital Management since 2005, serving there through its affiliated firm Chesme Capital Management LLC before joining AssuredPartners in 2024. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Andrew S

Series 66

Dewitt, MI

Ausdal Financial Partners, Inc.

Andrew Semrau is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining Ausdal in 2024, he worked at OSAIC and Signator Investors, Inc., and he is also the owner and advisor of Semrau Wealth Strategies, where he has been active since 2010. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies and integrates brokerage and insurance services alongside advisory offerings.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
user avatar

Michael V

Series 66

DeWitt, MI

AssuredPartners Investment Advisors

Michael Voorheis is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at AssuredPartners Investment Advisors and has been affiliated with Chesme Capital Management since 2018. Prior to that, he was with Investment Professionals Inc. for four years. He is involved with Chesme Capital Management, a registered investment adviser firm. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management as well as fiduciary and educational plan services.

Wealth management General estate planning guidance College savings (529s, UTMA, etc.)
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Rachell B

Series 63, Series 65

St. Johns, MI

FIFTH THIRD SECURITIES, Inc.

Rachell Blanchard is a financial advisor with FIFTH THIRD SECURITIES, Inc. in St. Johns, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2015. Outside of her advisory role, she is involved in general agriculture as a farm owner and landlord. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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