Unclaimed Profile

Daniel Paul Ruedi

RUEDI WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois

Series 65Clean record9 years registeredRUEDI WEALTH MANAGEMENT, INC.

2502 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 6723884Firm CRD# 173262

Profile Verification

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

Identity

Daniel Paul Ruedi · CHAMPAIGN, IL

Registration

CRD #6723884 · RUEDI WEALTH MANAGEMENT, INC. · 9 years registered

Brand Profile

Not yet started

Career History

RUEDI WEALTH MANAGEMENT, INC.

Nov 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 7, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUEDI WEALTH MANAGEMENT, INC.

CRD 173262 · SEC 801-80415

AUM

$384M

Regulatory assets under management

Employees

1,136 client accounts

Services offered by RUEDI WEALTH MANAGEMENT, INC.

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 RUEDI WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Paul Ruedi offer?

Daniel Paul Ruedi specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.

What are Daniel Paul Ruedi's credentials?

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

Where is Daniel Paul Ruedi located?

Daniel Paul Ruedi is based in CHAMPAIGN, Illinois, working with RUEDI WEALTH MANAGEMENT, INC.. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.

How does Daniel Paul Ruedi charge for services?

Daniel Paul Ruedi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUEDI WEALTH MANAGEMENT, INC.?

RUEDI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $384M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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