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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Business-Owner Strategies Group, LLC 6 months, 3 weeks May 2019 - Present
SmartLife Financial Group dba Fortem Advisors 1 year, 1 month Oct 2018 - Present
Beacon Global Advisor Network, LLC 9 months Jan 2018 - Oct 2018
Pruco Securities, LLC 1 year, 4 months Jan 2016 - May 2017
The Prudential Insurance Company of America 9 months Jan 2016 - Oct 2016
Mml Investors Services 1 year, 9 months Apr 2014 - Jan 2016
Mass Mutual Life Insurance Company 3 years Jan 2013 - Jan 2016
Modern Woodmen of America 6 months Jun 2009 - Dec 2009
Mwa Financial Services Inc. 6 months Jun 2009 - Dec 2009
Shigley & Associates 17 years, 6 months May 2002 - Present
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Robert Paul Shigley?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Sep 12, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Sep 12, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Business-Owner Strategies Group, LLC

Last updated on Sept. 11, 2019
    • $23.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 221
      Accounts
    • $107.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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