Cheri Dorzweiler
Cheri Dorzweiler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hays, KS, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1200 Main Street, 6th Floor, Hays, KS, 67601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheri is involved in several business activities, including a private investment in Agri-Tech, LLC, bookkeeping for HD LLC DBA Weld-Tech (taking about a quarter to half of her time), ownership in Werth Wealth Advisors LLC, and serving as Chief Operating Officer for Werth Wealth Management, LLC (taking nearly full-time). None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations1 state
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