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James Robert Rukstalis

ESG PLANNING·SANTA CLARA, California
SIEClean record9 years registeredESG PLANNING
2005 DE LA CRUZ BLVD #120, SANTA CLARA, CA 95050CRD# 6736220Firm CRD# 309501

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Robert Rukstalis · SANTA CLARA, CA
Registration
CRD #6736220 · ESG PLANNING · 9 years registered
Brand Profile
Not yet started
01

Career History

ALTURA WEALTH ADVISORS INC.
Jul 2020 – present
QUALIFIED PLANNING
Oct 2019 – Sep 2021
Santa CLara, CA
QUALIFIED PLANNING
Jan 2017 – Dec 2019
SANTA CLARA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Registration record
First registered · January 10, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ESG PLANNING
CRD 309501 · SEC 801-122486
AUM
$101M
Regulatory assets under management
Employees
3
885 client accounts
Services offered by ESG PLANNING
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ESG PLANNING →
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05

Frequently Asked Questions

What services does James Robert Rukstalis offer?
James Robert Rukstalis specializes in Financial Planning, Investment Management. Contact their office in SANTA CLARA, California for a consultation.
What are James Robert Rukstalis's credentials?
James Robert Rukstalis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Rukstalis located?
James Robert Rukstalis is based in SANTA CLARA, California, working with ESG PLANNING. Their office serves clients in the SANTA CLARA metropolitan area and surrounding communities.
How does James Robert Rukstalis charge for services?
James Robert Rukstalis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESG PLANNING?
ESG PLANNING has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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