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Cheryl Morhauser

Cheryl Morhauser

CHERYL MORHAUSER & ASSOCIATES
Grass Valley, CA
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CRD#: 2678976
Cheryl Morhauser

Professional summary

Cheryl Morhauser, CFP® is a registered financial advisor currently at CHERYL MORHAUSER & ASSOCIATES located in Grass Valley, California.

Cheryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cheryl has worked at 1 firm and has passed the Series 2 exam.

Core Areas of Focus

Hourly
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Women's Financial Planning Issues

Question & Answer

What are your service offerings?
Retirement Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Morhauser's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1998

Experience

Current

March 19, 2018 - Present

CHERYL MORHAUSER & ASSOCIATES

RIA
CRD#: 129504
Grass Valley, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/19/2018)

Exams

General Industry/Product Exam
RR
Series 2
Date: 10/19/1995
Non-Member General Securities Examination

Current Firm

CM
CHERYL MORHAUSER & ASSOCIATES
CHERYL MORHAUSER & ASSOCIATES | MORHAUSER, CHERYL ANN

CRD#: 129504 / SEC#:

California
Registered Investment Advisory firm - (4/24/1998 Approved)
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Contact information

Main Address
Grass Valley, CA
Mailing Address
P.o. Box 1770, Nevada City, CA 95959
Phone number
(530) 477-9519
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts25
AUM (Assets Under Management)$ 22,875,465

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CHERYL MORHAUSER & ASSOCIATES

CRD#: 129504Grass Valley, CA

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