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Bethany J Yerk

Rachor Investment Advisory Services, LLC

Linden, MI

CRD 8167427

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Employer firm

Rachor Investment Advisory Services, LLC CRD 105495

$238M regulatory AUM 67 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Rachor Investment Advisory Services, Llc

120 N. Bridge Street Suite A, Linden, MI 48451 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-24
  • MI RA
    APPROVED
    Since 2025-09-24

Branch Locations

120 N. Bridge Street Suite A, Linden, MI 48451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rachor Investment Advisory Services, Llc Linden MI 05/2016 Present
Designations
  • Chartered Financial Consultant
Other Names
  • Bethany Ellis

View on SEC IAPD

Nearby Firms

EDWARD JONES
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC

Nearby Investors

Patricia Anne Walton
Kristine Marie Sherwood
TOD GERALD FISHER

Nearby Offices

EDWARD JONES · LINDEN, MI
OSAIC WEALTH, INC. · FENTON, MI
J.P. MORGAN SECURITIES LLC · FENTON, MI

More in Linden, MI

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