CB
CB

Cheryl L Battung

17 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

Ridgecrest, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cheryl is a consultant for Mary Kay Cosmetics, a financial advisor for Lighthouse Advisors, and an insurance agent selling various insurance products. She also works as a Door Dash driver, owns BZ Legacy Group LLC for purchasing rental properties, and works as a broker for Equity Smart Home Loans, Inc.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - October 2023 · 4 mos
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Cetera Advisor Networks LLCBroker
September 2019 - October 2023 · 4 yrs 1 mo
Summit Financial Group INC
September 2018 - May 2021 · 2 yrs 8 mos
Summit Brokerage Services, INC.Broker
September 2018 - September 2019 · 1 yr
Investment Advisors CORP
October 2009 - September 2018 · 8 yrs 11 mos
Broker Dealer Financial Services CORP.Broker
October 2009 - September 2018 · 8 yrs 11 mos
Wells Fargo Advisors, LLC
May 2008 - October 2009 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
May 2008 - October 2009 · 1 yr 5 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.