CS
CS

Creg V Shaffer

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
817 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
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Location

10775 Double R blvd., Suite 122, Reno, NV, 89521

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Creg is the sole officer of Foresee Analytics, Inc., a management consulting and computer systems implementation business. He is also the President/CEO of Sustainable Alternative Feed Enterprises, Inc. and spends about 10-20% of his time on business activities.

Employment History
Current Registrations
The Institute
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
The Institute
June 2017 - December 2017 · 6 mos
Concert Wealth Management
February 2013 - July 2017 · 4 yrs 5 mos
Resource Investment Architects, INC.
October 2010 - February 2013 · 2 yrs 4 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.