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Cheryle Ann Wittert

STOKER OSTLER WEALTH ADVISORS, INC.·SCOTTSDALE, Arizona
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4900 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 6768328Firm CRD# 111320
01

About

Cheryle Ann Wittert is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with STOKER OSTLER WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STOKER OSTLER WEALTH ADVISORS, INC.
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
AUM
$2.6B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at STOKER OSTLER WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6768328
Firm CRD# 111320
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cheryle Ann Wittert offer?
Cheryle Ann Wittert specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Cheryle Ann Wittert's credentials?
Cheryle Ann Wittert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryle Ann Wittert located?
Cheryle Ann Wittert is based in SCOTTSDALE, Arizona, working with STOKER OSTLER WEALTH ADVISORS, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Cheryle Ann Wittert charge for services?
Cheryle Ann Wittert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOKER OSTLER WEALTH ADVISORS, INC.?
STOKER OSTLER WEALTH ADVISORS, INC. has approximately 26 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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