Rachael E Bator
Investment adviser representative at Cmh Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$813.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cmh Wealth Management, LLCAug 2025 to now
- Market Street Trust CompanyNov 2024 to May 2025
- Lake Street AdvisorsAug 2015 to Oct 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NH).
Cmh Wealth Management, LLC
$813.4MAssets managed
326Clients
7Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5785132
- Firm CRD
- 150138