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Jeffrey R

Series 63, Series 66

Lincoln, NE

Advisor Share Wealth Management, LLC

Jeffrey Riesberg is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His work history includes roles at Sequent Planning, LLC and Allstate Financial Advisors, LLC. Outside of advisory services, he is involved in legal and estate referral services through American Family Estate Preservation Inc. and owns a Medicare agency, UBA Senior Health, LLC. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based platform for independent advisers, and access to alternative and private investments, operating with a multi-team approach and affiliated service providers.

Private / alternative investments ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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