Russ Blahetka, DBA, CFP®
| Other Names: |
Russell Ernest Blahetka
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| Firm: |
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| Type: |
RIA |
Description
Russ Blahetka is the founder of Vestnomics Wealth Management, LLC, a fee only firm. He started his financial planning career in 2002 with Waddell & Reed where he served as a Financial Advisor and District Manager. He also provided compliance guidance in an office of 30 advisors. He primarily serves clients in the Santa
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Clara/ Silicon Valley area. This not only includes Cupertino, but also Campbell, Fremont, Gilroy, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Palo Alto, San Jose, Santa Clara, Saratoga, and Sunnyvale. When not working with his clients to help them achieve their goals, Dr. Blahetka is an instructor at the UC Santa Cruz Extension where he teaches in the CFP® and CPA programs. He is a current member and past chair of the Academy of Finance Advisory Board at Independence High School in San Jose, CA. This advisor is registered with the SEC. This advisor's firm is state-registered.
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Answers and Guides
Level 18
Level 18 Contributor
37 Answers and 8 Financial Guides
Top Answers
Answered Feb 23, 2012
near Permanente, CA
I agree with the answers above. However, I would like to add an additional comment. If you build a portfolio of 20-30 stocks, as Gregory pointed out, you do have your own mutual fund. However, if you start holding more stocks, say 50-100 (and I've seen
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I agree with the answers above. However, I would like to add an additional comment. If you build a portfolio of 20-30 stocks, as Gregory pointed out, you do have your own mutual fund. However, if you start holding more stocks, say 50-100 (and I've seen portfolios holding much more than that), you may want to consider using an ETF or mutual fund. You can then fill in or over weight some companies in the portfolio. The reason for this approach is the trading costs associated with holding and balancing a large portfolio. Those $4.99 or $9.99 transaction fees can really add up. One portfolio I dealt with nearly mirrored the S&P 500. That's a lot of transaction fees.
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Answered Apr 16, 2012
near Permanente, CA
Hola Cesareo,
No he podido encontrar un número de teléfono, ya sea en Nueva York o Miami. El sitio web del banco tiene dos contactos internacionales que puedan proporcionar los números de teléfono. Los contactos son:
Angela Albarracín Robledo: aalbarracin@bancodecogota.com.co
o
Maria
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Hola Cesareo,
No he podido encontrar un número de teléfono, ya sea en Nueva York o Miami. El sitio web del banco tiene dos contactos internacionales que puedan proporcionar los números de teléfono. Los contactos son:
Angela Albarracín Robledo: aalbarracin@bancodecogota.com.co
o
Maria Camila Jimenéz: mjimen6@bancodebogota.com.co
Buena Suerte!
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Answered May 26, 2012
near Permanente, CA
Dear Tracie,
Congratulations on your new venture! You must be very excited. You are very smart to ask this question in the beginning. It shows how serious you are in launching your endeavour.
I can give you some general information here. However, you
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Dear Tracie,
Congratulations on your new venture! You must be very excited. You are very smart to ask this question in the beginning. It shows how serious you are in launching your endeavour.
I can give you some general information here. However, you should sit down with someone specializing in Property and Casualty (or P&C) insurance to make sure you get the proper level and areas of coverage. I'm certain others will add to this list, however, here are a few areas you will need to consider:
- Liability coverage for the truck. This would be similar coverage to the liability coverage you would take out for any vehicle. However, there may be higher limits of liability required due to the commercial nature of the vehicle.
- Liability coverage for operating out of the truck (e.g. in case a customer is hurt by something falling from the truck)
- Product liability coverage in case someone claims illness from food (may be part of overall policy)
- If you have employees (even part time), you will need Workers' Comp insurance.
- If you do have emplyees (even contractors paid on 1099), make sure you are covered by any acts they may cause. In this way, if a contractor spills hot coffee on a customer, you will still be covered.
Now- if i can make a suggestion- nothing beats a good nutty tasting bran muffin while enjoying the morningpaper and coffee...... just saying.
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Top Guides
Published Mar 06, 2012
The market has taken us on a wild ride over the last few years. This has caused some investors to question whether they should even be in the market. After all, we do not invest
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Published Sep 30, 2012
What makes you decide to make a purchase that may not be an immediate need? Are you able to resist making an impulse purchase? Do you consider the payments versus the entire cost of a
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Published Aug 26, 2012
NOTE: The following is general educational information and does not constitute advice or an offer of a specific investment. Talk to an advisor to determine if alternative investments are right for you. With the exception
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*Answers and guides are provided without compensation.
Advisor Information
Firm Client Types
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Individuals |
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High Net Worth Individuals |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer |
Years |
Dates |
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Vestnomics Wealth Management, LLC
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2 years, 1 month
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Apr 2011 -
Present
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University of California Santa Cruz Extension
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2 years, 9 months
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Apr 2008 -
Jan 2011
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University of Phoenix
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2 years, 5 months
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Nov 2005 -
Apr 2008
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Various Insurance Carriers
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10 years, 8 months
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Sep 2002 -
Present
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Waddell & Reed, Inc.
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8 years, 11 months
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May 2002 -
Apr 2011
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University of Phoenix
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3 years, 7 months
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Aug 2000 -
Mar 2004
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*Experience and Employment History information reflects the past 10
years of employment as reported on the SEC ADV filing as of 08/30/2011, and is not a complete representation of the advisor's experience and
employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm
and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.
Licenses and Conduct
| Regulator |
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License Status
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Registered
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Not registered
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Disclosures
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| As of Date |
08/30/2011
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10/21/2012
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*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
Advisor Exams
| Exam |
Series |
Passed Date |
| General Securities Principal Examination |
Series 24 |
02/11/2008 |
| Uniform Combined State Law Examination |
Series 66 |
07/18/2002 |
| General Securities Representative Examination |
Series 7 |
07/10/2002 |
Advisor Compensation Arrangements
Fee Only
Advisor
This advisor has certified that they are compensated solely by their clients,
and do not accept commissions or compensation of any kind based on the products they recommend.
