Racquel Leigh Kolsrud

Employer firm

Vigilare Wealth Management LLC CRD 157663

$331M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Vigilare Wealth Management
  Scottsdale, AZ

Previous Registrations

• 2009-07-29 → 2011-06-24
  Dowling & Yahnke, Llc
  San Diego, CA
• 2004-03-02 → 2009-06-25
  Charles Schwab & Co., Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-03-01
• S63 Uniform Securities Agent State Law Examination
  2000-06-15

Designations

• Certified Financial Planner

Other Names

• Racquel Leigh Kolsrud
• Racquel Leigh Muir