Cheryl
Traudt

Disciplined Investors, L.L.C

CRD#6862907
Investment Advisor
in Waco, TX

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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

Series 65

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

100 North 6Th Street, Suite 500
Waco, TX 76701

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Disciplined Investors, L.L.C Brokerage Details

Total Assets Under Management

$328,105,663

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

1,009

TX Average: 2,315
Average Account Size

$325,179

TX Average: $1,314,358

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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.

2017 - Present (5 years)

Disciplined Investors LLC

2001 - 2017 (16 years)

Extraco Banks

Disclosures

Cheryl Traudt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Disciplined Investors, L.L.C

Sabrina Moore
Waco, TX
Angelo Ochoa
Waco, TX
Russell Livesay
Waco, TX
Cheryl Traudt
Waco, TX
Todd Stoner
Waco, TX

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 profile-compliance@smartasset.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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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