Briggs Financial Inc.

Briggs Financial Inc. (CRD# 291012) is a financial advisory firm headquartered in , . They manage $21,000,000 in 300 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://twitter.com/briggsfinancial
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $70,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, MI, MN, TX

Financial Advisors at Briggs Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven Briggs, financial advisor Round Lake Beach IL
Steven T. Briggs
CRD#: 6567788
Round Lake Beach, IL

Steven Briggs (CRD# 6567788) is an Investment Advisor Representative working at Briggs Financial Inc. in Round Lake Beach, IL and has over 8 years of experience in the finance industry.

2
Shawn Block, financial advisor Round Lake Beach IL
Shawn R. Block
CRD#: 7267319
Round Lake Beach, IL

Shawn Block (CRD# 7267319) is an Investment Advisor Representative working at Briggs Financial Inc. in Round Lake Beach, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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