Vinicius N. Neves Hiratuka
ELEVATED RETIREMENT FINANCIAL SERVICES
Madison, MS
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CRD#: 6704526
Professional summary
Vinicius Nmn Neves Hiratuka, CFP®, who also goes by VInicius Neves Hiratuka, Vinicius Hiratuka, Vinicius Neves Hiratuka, is a registered financial advisor currently at ELEVATED RETIREMENT FINANCIAL SERVICES located in Madison, Mississippi.
Vinicius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Vinicius has worked at 2 firms and has passed the Series 65 exam.
Biography
Vinicius "V" Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS.
Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of a deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work.
V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.
Question & Answer
What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Health Care
Retirement Income Management
Retirement Planning
Social Security Planning
Investment Planning
Estate Planning
Insurance Planning
Do you have an area of expertise or specialization?
Baby Boomers
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Vinicius Neves Hiratuka | Vinicius Hiratuka | Vinicius Neves Hiratuka
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.
CRS (Client Relationship Summary) - RIA
Click below to view Vinicius Nmn Neves Hiratuka'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®
Start date: 2018
Experience
Current
March 29, 2019 - Present
ELEVATED RETIREMENT FINANCIAL SERVICES
RIA
CRD#: 300106
Madison, MS
Past
November 2, 2016 - March 29, 2019
HORNE WEALTH ADVISORS, LLC
RIA
CRD#: 151067
RIDGELAND, MS
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
Louisiana(4/8/2019)
IAR
Mississippi(3/29/2019)
IAR
Texas(1/8/2020)
Current Firm
ELEVATED RETIREMENT FINANCIAL SERVICES
ELEVATED RETIREMENT FINANCIAL SERVICES | ELEVATED RETIREMENT FINANCIAL SERVICES LLC
CRD#: 300106 / SEC#:
Louisiana
Registered Investment Advisory firm - (4/8/2019 Approved)Mississippi
Registered Investment Advisory firm - (3/19/2019 Approved)Oklahoma
Registered Investment Advisory firm - (2/5/2021 Terminated)Texas
Registered Investment Advisory firm - (1/6/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Madison, MS
Mailing Address
1888 Main St., Madison, MS 39110
Phone number
(601) 668-8565
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 294 |
| AUM (Assets Under Management) | $ 58,440,609 |
Red Flags
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Company Information
ELEVATED RETIREMENT FINANCIAL SERVICES
CRD#: 300106Madison, MSTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
