Dawn Jurkovich
Dawn Jurkovich is a CFP-designated registered investment advisor at Releve Financial Group, based in Scottsdale, AZ, with 19 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 321 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Relevé Financial Group's fees for investment management services are deducted from client accounts quarterly in advance, based on the ending account balance of the previous quarter. The custodian directly deducts the fees.
Location
9375 E Shea Blvd, Suite 100, Scottsdale, AZ, 85260
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Regulatory History (1)
Customer Dispute
June 2007Other Business ActivitiesSells Insurance
Dawn is a fixed insurance agent, long-term care insurance agent, and disability insurance agent, dedicating about 10-20% of her time to each. She also owns dawn.dahlby.com, providing financial coaching and empowerment for women, and is CFO & Designer for D2 Legacy, LLC, a real estate company, dedicating about 10-20% of her time to each.
Employment History
Current Registrations
Releve Financial Group
Previous Registrations
Northrock Partners, LLC
Ameriprise Financial Services, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.