Cheryl Traudt, financial advisor Waco TX

Cheryl Traudt

CRD Number: 6862907
Current Firm: Disciplined Investors, LLC

Cheryl Traudt (CRD# 6862907) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Disciplined Investors LLC Waco, TX Sep 2017 - Current 6
Extraco Banks Waco, TX Aug 2001 - Sep 2017 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for Cheryl L. Traudt
Phone Number: 254-265-7410
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    577
    MILLIONS
  • Total Number of Accounts
    1,378
    ACCOUNTS
  • Average Account Value
    $418,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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