Headshot of Dave Gilreath, Principal of SBAuer Funds LLC

David S. Gilreath, CFP®

Principal


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Phone Number

(888) 711-AUER (2873)

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About Dave Gilreath

Dave has more than 40 years of experience in the financial services industry. During his time at Miami University in Oxford, Ohio, he owned and traded his own stocks, even making covered calls and purchasing options. He became a stockbroker in 1981, beginning his career with Bache Halsey Stuart Shields and later worked at Morgan Stanley/Dean Witter before co-founding Sheaff Brock registered investment advisory firm in Indianapolis, Indiana, in 2001.

Dave is a contributor of money management advice and information to investment columns for CNBC, TD Ameritrade Network, Financial Advisor magazine, Think Advisor, and Fox Business.

He lives in Carmel with his wife, Lori, and enjoys traveling the country to visit his three kids and five grandkids. In his spare time, Dave enjoys racing his go-kart and losing golf balls.

Professional History

2015

Innovative Portfolios, LLC

2015–Present
Founding Principal, Managing Director, and Chief Investment Officer of Innovative Portfolios, LLC.
2007

SBAuer Funds, LLC

2007–Present
Principal of SBAuer Funds, LLC.
2001

Sheaff Brock Investment Advisors, LLC

2001–Present
Co-Founder and Managing Director of Sheaff Brock Investment Advisors, LLC.
1983

Morgan Stanley

1983–2001
First Vice President, Assistant Branch Manager at Morgan Stanley.
1978

Degree

BS in Business Administration and Management from Miami University.

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