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Daniel Paul Ruedi

RUEDI WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois
Unclaimed Profile
2502 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 6723884Firm CRD# 173262
01

About

Daniel Paul Ruedi is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with RUEDI WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RUEDI WEALTH MANAGEMENT, INC.
RUEDI WEALTH MANAGEMENT, INC.
AUM
$384M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RUEDI WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6723884
Firm CRD# 173262
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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