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Andrew Shibley

Investment adviser representative at Afton Advisors in Portage, MI

Investment adviser registrationUpdated

Andrew Shibley is an investment adviser representative at Afton Advisors, LLC, an investment adviser managing $109M, and works from its Portage, MI office. Andrew Shibley has been registered through Afton Advisors since 5 February 2024, has 7 years in the industry across 3 firms and has passed the Series 7 and Series 66.

7
Years in industry
2
Years at firm
3
Adviser firms
3
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Andrew Shibley has been an investment adviser representative at Afton Advisors since February 2024, and is not listed among the firm’s executive officers or direct owners. Andrew Shibley holds a B.S. in Journalism and Electronic Media from the University of Tennessee, Knoxville and a B.A. in Political Science from the University of Tennessee, Knoxville.

Afton Advisors, LLC is a firm with $109M under management, 177 clients and 2 advisers across 3 offices, as of its January 2026 filing.

Andrew Shibley is Chief Operating Officer and Financial Advisor of Afton Advisors. He joined the financial services industry in 2008, and his experience includes financial planning, operations and management, title insurance, and mortgage.

Andrew Shibley’s longest registration was 4 years at Sagespring Wealth Partners (2019–2023). Before joining Afton Advisors in 2024, Andrew Shibley was registered through Sagespring Wealth Partners and Park Avenue Securities LLC.

  1. – present · 2 years
    Portage, MI · Adviser representative · Firm CRD 300884
  2. Sagespring Wealth Partners
    – · 4 years
    Franklin, TN · Adviser representative · Firm CRD 283515
  3. Park Avenue Securities LLC
    – · under a year
    Brentwood, TN · Adviser representative · Firm CRD 46173

Credentials and registrations

Professional designations

Listed by Afton Advisors

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Investment Fiduciary® (AIF®)

Investment adviser representative registrations

Andrew Shibley is registered as an investment adviser representative in 3 states. The first approvals date from February 2024; the most recent is Texas, in March 2026.

  • MichiganSince 9 February 2024
  • TennesseeSince 5 February 2024
  • TexasSince 12 March 2026

Examinations

Series 6622 April 2019
Name
Uniform Combined State Law Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 712 September 2018
Name
General Securities Representative Examination

Key facts

Full name
Andrew Williamson Shibley
CRD
6394935
Firm
Afton Advisors · CRD 300884
Office
Portage, MI
Registration
Investment adviser registration
In the industry since
November 2018
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Andrew Shibley work?

Andrew Shibley is an investment adviser representative registered through Afton Advisors, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Andrew Shibley a financial advisor?

Yes. Andrew Shibley has a current investment-adviser registration in Michigan, Tennessee and Texas, through Afton Advisors since February 2024.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Andrew Shibley have?

Andrew Shibley has 7 years in the financial industry, since November 2018, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Andrew Shibley passed?

Andrew Shibley has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2018. FINRA credited Andrew Shibley with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Andrew Shibley work before Afton Advisors?

Before Afton Advisors, Andrew Shibley was registered through Sagespring Wealth Partners, August 2019 to December 2023; Park Avenue Securities LLC, May 2019 to September 2019.

Source: IAPD individual record, checked 22 October 2026

Where is Andrew Shibley based?

Andrew Shibley’s registered office is in Portage, MI.

Source: IAPD individual record, checked 22 October 2026

Is Andrew Shibley registered with FINRA?

No. Andrew Shibley has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Andrew Shibley a CFP?

Afton Advisors lists Andrew Shibley with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Andrew Shibley, CFP®, AIF® biography, aftonadvisors.com

How can I verify Andrew Shibley’s record?

Search CRD 6394935 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Shibley’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Afton Advisors

Sources

  1. IAPD individual record, CRD 6394935, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Afton Advisors, LLC, filed 27 January 2026. Executive officers and direct owners; this person is not among them.
  3. Afton Advisors team page. Biography, education, credentials, awards.