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Cheryl Battung

Advisor at Elevated Capital Advisors, LLC

Updated today

Location

Ridgecrest, CA

Credentials

Series 66

Industry experience

17 years

About

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.

Client services

Based on Elevated Capital Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Elevated Capital Advisors, LLC

Tax-loss harvesting Wealth management

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Fee options

Fixed

Fixed fees for financial planning and consulting services, up to $1,200

Percentage

$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%

Commissions

Insurance agents receive commissions on insurance product sales; commissions vary by carrier

Project-based

Hourly rates set by IAR within prescribed range for financial planning and consulting services

Other

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

Location

Ridgecrest, CA

Most active in

California · Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jennifer V

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.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive

Suzan H

Series 63, Series 66

Ridgecrest, CA

Edward Jones

Suzan Halsey is a financial advisor at Edward Jones with 25 years of industry experience. She has been with Edward Jones since 2007 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is involved in real estate activities, including owning and fixing up properties for sale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Alice H

Series 66

Ridgecrest, CA

Edward Jones

Alice Hibbs is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2023, following a prior tenure at the same firm from 2002 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive

Justin B

CFP®, Series 66

Ridgecrest, CA

Edward Jones

Justin Brough is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Nalco Water and Acro Service Corporation and was involved with Animal-World.Com for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Startup equity planning Wealth management Business ownership considerations Founder/Business Owner
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