Unclaimed Profile

Cynthia Ann Ruedi

RUEDI HOLDER & ASSOCIATES, INC.·CHAMPAIGN, Illinois

RUEDI HOLDER & ASSOCIATES, INC.

3007 VILLAGE OFFICE PLACE, CHAMPAIGN, IL 61822CRD# 5749612Firm CRD# 150053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cynthia Ann Ruedi · CHAMPAIGN, IL

Registration

CRD #5749612 · RUEDI HOLDER & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Cynthia Ann Ruedi is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with RUEDI HOLDER & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RUEDI HOLDER & ASSOCIATES, INC.

AUM

$270M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RUEDI HOLDER & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5749612

Firm CRD# 150053

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cynthia Ann Ruedi offer?

Cynthia Ann Ruedi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAMPAIGN, Illinois for a consultation.

What are Cynthia Ann Ruedi's credentials?

Cynthia Ann Ruedi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cynthia Ann Ruedi located?

Cynthia Ann Ruedi is based in CHAMPAIGN, Illinois, working with RUEDI HOLDER & ASSOCIATES, INC.. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.

How does Cynthia Ann Ruedi charge for services?

Cynthia Ann Ruedi'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 RUEDI HOLDER & ASSOCIATES, INC.?

RUEDI HOLDER & ASSOCIATES, INC. has approximately 3 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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