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Elizabeth Amee Joy Ratashak-vogel

Elizabeth A. Ratashak-vogel

R&V PERSONAL FINANCE
Decorah, IA
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CRD#: 7092050
Elizabeth Amee Joy Ratashak-vogel

Professional summary

Elizabeth Amee Joy Ratashak-vogel, CFP®, who also goes by Elizabeth Amee Joy Ratashak, is a registered financial advisor currently at R&V PERSONAL FINANCE, LLC located in Decorah, Iowa.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Elizabeth has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Amee Joy Ratashak

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.
Elizabeth Ratashak-Vogel is an as-needed substitute teacher for Decorah Public School in Decorah, IA, <6 hours per week, primarily during trading hours. Since 2/2022, Address: 510 Winnebago Street, Decorah, IA 52101. Elizabeth Ratashak-Vogel co-operates a short-term rental as a passive activity in Decorah, IA, approximately 4 hours/week, approximately 50% during trading hours. Since 01, 2024, Address: 208 E. Broadway Street, Decorah, IA 52101.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Amee Joy Ratashak-vogel'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: 2016

Experience

Current

May 9, 2019 - Present

R&V PERSONAL FINANCE, LLC

RIA
CRD#: 301513
Decorah, IA

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
(5/9/2019)
IAR
Iowa
(9/11/2019)
IAR
Texas
(7/27/2020)

Exams

Current Firm

RP
R&V PERSONAL FINANCE, LLC
R&V PERSONAL FINANCE | RATASHAK-VOGEL, ELIZABETH, AMEE JOY | R&V PERSONAL FINANCE, LLC

CRD#: 301513 / SEC#:

California
Registered Investment Advisory firm - (5/9/2019 Approved)
Iowa
Registered Investment Advisory firm - (9/11/2019 Approved)
Texas
Registered Investment Advisory firm - (7/24/2020 Conditional Restricted)
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Contact information

Main Address
Decorah, IA
Mailing Address
Phone number
(707) 469-3580
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts23
AUM (Assets Under Management)$ 7,480,975

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

R&V PERSONAL FINANCE, LLC

CRD#: 301513Decorah, IA

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