Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
963 clients
Average Client Portfolio
$192K average
Assets Under Management
$185.2M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$500 - $25,000
Hourly Rate:$250/hr

Fees for the technology platform range from 0.40% to 0.60% annually, plus a $30 platform fee per account. Portfolio management fees range from 0.50% to 1.90% of assets under management and are negotiable. Retirement plan asset management fees range from 0.50% to 1.75% and are also negotiable. Financial planning fees range from $500 to $25,000 on a fixed fee basis, or $250 per hour.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

212 South St, Iola, KS, 66749

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2018
Customer Dispute
March 2013
Closed-No Action
Employment Separation After Allegations
November 2011
Other Business ActivitiesSells Insurance

Jeffrey works as an insurance agent, dedicating about 20% of his time to offering insurance products and services. He also spends about 20% of his time offering advisory services to house accounts and minimal time referring clients for legal/estate advice.

Employment History
Current Registrations
Advisor Share Wealth Management, LLC
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Sequent Planning, LLC
February 2019 - August 2024 · 5 yrs 6 mos
Allstate Financial Services, LLCBroker
April 2013 - December 2018 · 5 yrs 8 mos
Allstate Financial Advisors, LLC
April 2013 - December 2018 · 5 yrs 8 mos
Woodmen Financial Services, INC.Broker
February 2012 - February 2013 · 1 yr
TD Ameritrade, INC.
August 2007 - December 2011 · 4 yrs 4 mos
Amerivest Investment Management, LLC
August 2007 - December 2011 · 4 yrs 4 mos
TD Ameritrade, INC.Broker
April 2006 - December 2011 · 5 yrs 8 mos
State Registrations3 states
KSNETX
Advisor
Exams
No exam information available for this advisor.