Disciplined Investors, L.L.C
About this Advisor
Cheryl Traudt is an advisor whose office is in Waco, Texas. Currently a registered investment advisor with Disciplined Investors, L.L.C, Traudt has 19 years of professional experience in the financial advisory industry. Traudt holds a Series 65 license, which certifies the advisor as an investment advisor representative. Traudt is able to act as an advisor in Texas. Their career trajectory has included roles at Extraco Banks and Disciplined Investors LLC. Disciplined Investors, L.L.C is based out of Waco, Texas. In total, Disciplined Investors, L.L.C oversees $328 million in assets covering 1,009 client accounts and retains five staff members. The amount of assets the firm manages makes it one of the mid-sized financial advisory firms in the country. The firm manages 964 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 26% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Disciplined Investors, L.L.C offers financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Disciplined Investors, L.L.C Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cheryl Traudt Work History
Cheryl has 19 years of experience.
Disciplined Investors LLC
Cheryl Traudt has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Disciplined Investors, L.L.C
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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