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Jeannette Ann Raypholtz

Sierra Pacific Wealth Advisory Group Inc.

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About Jeannette Ann Raypholtz

Jeannette Raypholtz is a financial advisor with over 20 years of experience in the industry. Jeannette holds Series 7 and Series 63 licenses. Jeannette specializes in financial planning and portfolio management for individuals, and pension consulting. Jeannette is currently registered as an investment advisor representative with Sierra Pacific Wealth Advisory Group Inc. Jeannette is also registered as an investment advisor representative with Mutual Securities, Inc., Triad Advisors, Inc., and Princor Financial Services Corporation.

Firm Information

Jeannette Raypholtz is currently registered with Sierra Pacific Wealth Advisory Group Inc.. Sierra Pacific Wealth Advisory Group Inc. is a financial advisory firm located in California. The firm manages approximately $63,948,946 in assets for 399 clients, including high-net-worth individuals, pension and profit-sharing plans, and other individuals. They offer a range of advisory services including financial planning, portfolio management, and pension consulting.

$63.95M

Assets Under Management

7

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat or one-time fee

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Jeannette Raypholtz’s Registration & Firm History

CA

02/23/2022 - Present

Sierra Pacific Wealth Advisory Group Inc. (FRESNO CA)

CA

04/12/2010 - 08/09/2010

MUTUAL SECURITIES, INC. (FRESNO CA)

CA

04/13/2009 - 05/19/2009

TRIAD ADVISORS, INC. (FRESNO CA)

CA

08/31/2001 - 09/27/2007

PRINCOR FINANCIAL SERVICES CORPORATION (FRESNO CA)

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Licenses & Designations

IA

Issued 02/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeannette Ann Raypholtz.
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