RB
RB

Ronald John Briggs

5 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$112.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1024 E. Grand River Ave, Suite B, Brighton, MI, 48116

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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 ActivitiesSells Insurance

Ronald is the Director of Business Development for Entry Point Advisor Network, a service provider for insurance agents and investment advisors. He dedicates nearly full-time hours to this role.

Employment History
Current Registrations
A Smarter Way to Invest, INC.
March 2024 - Present · 1 yr 11 mos
Caitlin John, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Jackson National Life Distributors LLCBroker
August 2019 - January 2021 · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.