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Creg V Shaffer

THE Institute

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About Creg V Shaffer

Creg Shaffer is an Investment Advisor Representative registered with The Institute in Reno, NV and Denver, CO. Creg has been in the financial services industry for over 20 years and is licensed in Nevada. Creg has worked with various firms in the past, including Foresee Analytics, Inc., Concert Wealth Management, Inc., and Sustainable Alternative Feed Enterprises, Inc. Creg is also an officer of Foresee Analytics, Inc., a management consulting firm. Creg specializes in providing financial planning, portfolio management, and educational seminars. Creg is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Creg Shaffer is currently registered with THE Institute. THE Institute, based in DENVER, CO, provides financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 1,700 accounts with assets under management totaling over $926 million. They also offer selection of other advisors and manage portfolios for investment companies.
THE Institute

9878 W. BELLEVIEW AVE.

DENVER, CO 80123

$926.92M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Creg Shaffer’s Registration & Firm History

NV

01/03/2025 - Present

THE Institute (Reno NV)

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Licenses & Designations

IA

Issued 03/04/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Creg V Shaffer.
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