Creg
Shaffer
The Institute
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About this Advisor
Creg Shaffer is a financial advisor based in Reno, Nevada, working with The Institute. Creg has previously held positions at Foresee Analytics, Inc, Concert Wealth Management, Inc, Sustainable Alternative Feed Enterprises, Inc, and The Institute For Wealth Management. Creg has passed the Series 65 regulatory exam and is registered to provide services in Nevada. Currently, Creg is part of The Institute, which operates out of Reno, Nevada. The firm has 6 offices and 2 employees. The firm manages assets totaling $926.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at The Institute includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Institute Brokerage Details
$926,916,698
2
1,787
$518,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Creg Shaffer Work History
The Institute For Wealth Management
Sustainable Alternative Feed Enterprises, Inc
Foresee Analytics, Inc
Concert Wealth Management, Inc
Disclosures
Please visit the SEC profile of Creg Shaffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Institute
Seattle, WA
Littleton, CO
Seattle, WA
Seattle, WA
Littleton, CO
Littleton, CO
Seattle, WA
Littleton, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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