Advisor at Elevated Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ridgecrest, CA
Credentials
Series 66
Industry experience
17 years
Cheryl Battung is a financial advisor at Elevated Capital Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Cetera Investment Advisers LLC and Summit Financial Group Inc. Outside of her advisory work, she is involved in cosmetic sales as a Mary Kay consultant and works as a food delivery driver for DoorDash. Elevated Capital Advisors, LLC serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, delivering services through a network of independent advisors.
Based on Elevated Capital Advisors, LLC
Fixed fees for financial planning and consulting services, up to $1,200
$0+: Negotiable, up to 2.25% annually for discretionary/non-discretionary investment advisory services +: Up to 1.25% annually for ERISA retirement plan services +: Managed Model Portfolios Annual ECA Administration Fee: 0.25% - 0.75% +: Managed Model Portfolios Annual Financial Advisor Fee: 0.00% - 1.25% +: Advisor Directed Managed Accounts Annual ECA Administration Fee: 0.25% +: Advisor Directed Managed Accounts Annual Financial Advisor Fee: 0.00% - 1.75% +: Self-Directed Brokerage Account Management Fee: 1.25% plus Administrative Fees of 0.47%
Insurance agents receive commissions on insurance product sales; commissions vary by carrier
Hourly rates set by IAR within prescribed range for financial planning and consulting services
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered under hourly rates and fixed fee arrangements with fees up to $1,200 in advance
Ridgecrest, CA
California · Texas
Elevated Capital Advisors, LLC
2023 - Present (3 years)
Equity Smart Home Loans
2023 - Present (3 years)
Cetera
2023 - 2023 (1 year)
Bz Legacy Group Llc
2022 - Present (4 years)
Door Dash
2021 - Present (5 years)
Primary Residential Mortgage Inc
2020 - 2023 (3 years)
Cetera Advisor Networks LLC
2019 - 2023 (4 years)
Summit Financial Group Inc
2018 - 2021 (3 years)
SUmmit Brokerage Services Inc
2018 - 2019 (1 year)
Broker Dealer Financial Services Corp.
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Ridgecrest, CA
SPC
Jennifer Vargas is a financial advisor at SPC with 27 years of industry experience. She holds the ChFC® and Series 63 designations. Jennifer is also the owner of Q4 Insurance & Financial Services, Inc., where she has been involved for over two decades, and she provides notary public services in California. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and retirement plan services through a network of over 460 advisers, employing strategies that include discretionary management with regular monitoring and rebalancing.
Series 66
Ridgecrest, CA
Edward Jones
CFP®, Series 66
Ridgecrest, CA
Edward Jones
Series 63, Series 66
Ridgecrest, CA
Edward Jones
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