Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Ratashak-Vogel is a financial advisor with R&V Personal Finance, LLC and has been in the industry since 2013. Elizabeth holds a Certified Financial Planner designation and has been registered as a Registered Representative with the state of Iowa since 2019. Elizabeth is a registered representative in California, Iowa and Texas. Elizabeth has 23 clients, and the firm manages approximately $5,962,880 in assets. Elizabeth provides financial planning, educational seminars and portfolio management services for individuals and businesses. Elizabeth is also an as-needed substitute teacher for Decorah Public School in Decorah, IA, <6 hours per week, primarily during trading hours.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IA
07/24/2020 - Present
R&V Personal Finance, LLC (DECORAH IA)
Active
Inactive
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