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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Smg for Life, LLC 1 year, 11 months Jan 2015 - Dec 2016
Wealthstrategies Insurance Services, LLC 4 years, 11 months Jan 2013 - Present
Smg Financial Advisors, LLC 9 years, 3 months Sep 2008 - Present
Wealthstrategies Financial Advisors, LLC 12 years, 3 months Sep 2005 - Present
Riabistro LLC 3 years, 8 months Sep 2005 - May 2009

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses

Articles and Answers

Insights by Brian D'Aprile

There are no insights for this advisor to display at this time.

Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 14, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wealthstrategies Financial Advisors, LLC

Last updated on March 7, 2017
    • $9.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46
      Accounts
    • $205.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges