Racquel
Kolsrud
Vigilare Wealth Management LLC
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About this Advisor
Racquel Kolsrud is a certified financial planner working in San Diego, California with 12 years of industry experience. Kolsrud is an advisor for Vigilare Wealth Management LLC. Over the course of their career, they have held roles at Vigilare Wealth Management. Kolsrud holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Arizona and California. Vigilare Wealth Management LLC is a company headquartered in Scottsdale, AZ. It oversees $276 million in assets under management among its 454 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 454 client accounts, 50% belong to high-net-worth investors who have at least $1 million in assets available to invest. Vigilare Wealth Management LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are offered. Fee types charged by Vigilare Wealth Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vigilare Wealth Management LLC Brokerage Details
$276,151,782
6
454
$608,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Racquel Kolsrud Work History
Racquel has been registered as a financial advisor for 12 years.*
Vigilare Wealth Management
Vigilare Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Racquel Kolsrud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vigilare Wealth Management LLC
Scottsdale, AZ
Scottsdale, AZ
San Diego, CA
Scottsdale, AZ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
