Debra Ranguette (CRD# 5559007) is an Investment Advisor Representative working at Cwm, LLC in Fort Atkinson, WI and has over 15 years of experience in the finance industry.
CRD# 5318395
Thrivent Investment Management Inc.
CRD# 2152775
Thrivent Investment Management Inc.
CRD# 1708680
Avantax Advisory Services
Company Name | Location | Dates | Years |
---|---|---|---|
Cwm, LLC | Omaha, NE | Jun 2018 - Current | 6 |
Financial Impact Advisors | Fort Atkinson, WI | Jun 2018 - Current | 6 |
Business & Tax Systems, LLC | Fort Atkinson, WI | Sep 2004 - Current | 19 |
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Jan 2024 | < 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2018 - Jan 2024 | 5 |
Lpl Financial, LLC | Ft. Atkinson, WI | Nov 2016 - Jun 2018 | 1 |
H.d.vest Advisory Services | Fort Atkinson, WI | Aug 2013 - Nov 2016 | 3 |
H.d. Vest | Fort Atkinson, WI | Jun 2008 - Nov 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- WI
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
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- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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