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Rachel Teresa Ivanovich

WWM Financial

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About Rachel Teresa Ivanovich

Rachel Teresa Ivanovich is an investment advisor representative with WWM Financial. Rachel is a registered investment advisor with a Series 65 license and a Series 66 license. Rachel is also a Series 7 licensee. Rachel has been in the financial services industry since 2003. Rachel provides investment advice to individuals and families. Rachel's specialties include financial planning, portfolio management, and selection of other advisors. Rachel also is president/owner/Enrolled Agent of Easy Life Management, which focuses on tax and accounting.

Firm Information

Rachel Ivanovich is currently registered with WWM Financial. WWM Financial is an investment advisor based in Carlsbad, CA. They manage approximately $279,424,937 in assets for 1,452 clients, including high-net-worth individuals, corporations, pension plans, and individuals. The firm provides financial planning, portfolio management for individuals, and educational seminars. They are registered with the SEC under number 801-72588.
WWM Financial

2131 PALOMAR AIRPORT RD.

CARSLBAD, CA 92011

$279.42M

Assets Under Management

Not reported

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rachel Ivanovich’s Registration & Firm History

CA

07/08/2021 - Present

WWM Financial (CARLSBAD CA)

CA

01/25/2005 - 05/17/2006

GENWORTH FINANCIAL SECURITIES CORPORATION (CARLSBAD CA)

MI

11/18/2003 - 12/06/2004

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

MN

08/07/2003 - 09/19/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/07/2003 - 09/19/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/26/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/20/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Teresa Ivanovich.
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