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RIA / WealthAdvisor20 years in industry

JEFFREY PAUL RIESBERG

Advisor at ADVISOR SHARE WEALTH MANAGEMENT, LLC

Iola, KS | VANCOUVER, WA | Lincoln, NE

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Search this name across graphsid dfx:ria:141f553c-4926-5695-8d7a-eb01dc95d2cc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 17, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISOR SHARE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66|S63
First exam: Apr 21, 2006
First registration: Aug 17, 2007
Dual registered: no
Other names: JEFF P. RIESBERG|JEFF RIESBERG
IAPD individual key: 5114917

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISOR SHARE WEALTH MANAGEMENT, LLC	Independent wealth	Aug 5, 2024	n/a	yes	Iola, KS\|VANCOUVER, WA\|Lincoln, NE	Current employment
SEQUENT PLANNING, LLC	Independent wealth	Feb 27, 2019	Aug 16, 2024	no	OMAHA, NE	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Apr 8, 2013	Dec 5, 2018	no	LA VISTA, NE	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 17, 2007	Dec 20, 2011	no	OMAHA, NE\|OMAHA, NE	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 17, 2007	Dec 20, 2011	no	Omaha, NE\|OMAHA, NE\|OMAHA, NE\|BELLEVUE, NE\|FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEQUENT PLANNING, LLC	ADVISOR SHARE WEALTH MANAGEMENT, LLC	Aug 16, 2024	Aug 5, 2024	-11	Firm change	RIA to RIA
ALLSTATE FINANCIAL ADVISORS, LLC	SEQUENT PLANNING, LLC	Dec 5, 2018	Feb 27, 2019	84	Firm change	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 20, 2011	Aug 17, 2007	-1,586	Channel change	Other
TD AMERITRADE, INC.	ALLSTATE FINANCIAL ADVISORS, LLC	Dec 20, 2011	Apr 8, 2013	475	Firm change after gap	Other

Relationships

Registered with (5)

→ ADVISOR SHARE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 5, 2024 to presentfactForm ADV
→ SEQUENT PLANNING, LLCRegistered adviserregistration: previous registration
Feb 27, 2019 to Aug 16, 2024factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 8, 2013 to Dec 5, 2018factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 17, 2007 to Dec 20, 2011factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 17, 2007 to Dec 20, 2011factForm ADV

Dated events

Occurred
Aug 16, 2024
Advisor changed firm
Jeffrey Paul Riesberg left Sequent Planning, Llc for Advisor Share Wealth Management, Llc (registered 2024-08-05)
Form ADVobserved 5 days ago