Rachel Niemuth (CRD# 2763773) is an Investment Advisor Representative working at Requisite Capital Management LLC in Dallas, TX and has over 23 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5959695
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Requisite Capital Management LLC | Dallas, TX | Oct 2019 - Current | 4 |
| Halcyon Wealth Advisors | Irving, TX | May 2019 - Oct 2019 | < 1 |
| Ranstad | Plano, TX | Jan 2019 - Apr 2019 | < 1 |
| Unemployed | Trophy Club, TX | Sep 2018 - Dec 2018 | < 1 |
| Ubs Financial Services Inc. | Dallas, TX | Nov 2013 - Aug 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- TX
-
Total Assets Under Management1,658MILLIONS
-
Total Number of Accounts692ACCOUNTS
-
Average Account Value$2,395,393
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CO, LA, TX
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