R&v Personal Finance, LLC

R&v Personal Finance, LLC (CRD# 301513) is a financial advisory firm headquartered in , . They manage $5,962,880 in 22 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/in/betsy-ratashak-vogel-cfp®-bab54811/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $271,040
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IA, TX

Financial Advisors at R&v Personal Finance, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth Ratashak-Vogel, financial advisor Decorah IA
Elizabeth A. Ratashak-Vogel
CRD#: 7092050
Decorah, IA

Elizabeth Ratashak-Vogel (CRD# 7092050) is an Investment Advisor Representative working at R&v Personal Finance, LLC in Decorah, IA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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