Sisters, OR Office

David Menegus is a financial advisor at AE Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera and Summit Financial Group. Menegus is also the owner of DVM Investment Services LLC, through which he provides financial services and insurance/annuity sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.

Nicholas Stahl is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked with Bahati Incorporated dba Bluepine Financial and Blue Stone. He serves as an advisor for the Association of Financial Consultants, a 501(c)(3) nonprofit organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internal, third-party, and advisor-managed models to provide discretionary asset management, financial planning, and plan services.

Shreve Briggs is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023. Prior to his current role, he held positions at Laird Superfood and Columbia Pacific Tax Service LLC. Briggs is also involved with Bluepine Financial, where he analyzes client situations and produces suitable recommendations related to life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers diversified services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates both internal and third-party managed models.