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Rachel K. Sterchi

55 WEALTH
HAUBSTADT, IN
Some features on this profile are disabled
CRD#: 7585681
RS
Rachel K Sterchi55 WEALTH

Professional summary

Rachel K Sterchi, who also goes by Rachel K Harris, is a registered financial advisor currently at 55 WEALTH located in Haubstadt, Indiana.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Rachel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Rachel K Harris

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 Rachel K Sterchi'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®
None

Experience

Current

June 12, 2026 - Present

55 WEALTH

RIA
CRD#: 340170
HAUBSTADT, IN
Past

February 6, 2024 - April 9, 2026

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
PRINCETON, IN
Past

September 8, 2023 - April 9, 2026

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
PRINCETON, IN

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
Indiana
(6/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/5/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/8/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/3/2023
Securities Industry Essentials Examination

Current Firm

5W
55 WEALTH
55 WEALTH | 55 WEALTH, LLC

CRD#: 340170 / SEC#:

Indiana
Registered Investment Advisory firm - (1/30/2026 Approved)
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Contact information

Main Address
Haubstadt, IN
Mailing Address
Phone number
(812) 632-0824
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

55 WEALTH

CRD#: 340170Haubstadt, IN

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