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David William Ruedi

RUEDI WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois
SIE, Series 7, Series 65CFPClean record11 years registeredRUEDI WEALTH MANAGEMENT, INC.
2502 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 6245920Firm CRD# 173262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David William Ruedi · CHAMPAIGN, IL
Registration
CRD #6245920 · RUEDI WEALTH MANAGEMENT, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

RUEDI WEALTH MANAGEMENT, INC.
Mar 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Registration record
First registered · March 2, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RUEDI WEALTH MANAGEMENT, INC.
CRD 173262 · SEC 801-80415
AUM
$384M
Regulatory assets under management
Employees
5
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. →
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Frequently Asked Questions

What services does David William Ruedi offer?
David William Ruedi specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are David William Ruedi's credentials?
David William Ruedi holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David William Ruedi located?
David William 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 David William Ruedi charge for services?
David William 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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Other Advisors at RUEDI WEALTH MANAGEMENT, INC.

Paul Ryan Ruedi
CHAMPAIGN, IL
CFP
Paul Arthur Ruedi
CHAMPAIGN, IL
Daniel Paul Ruedi
CHAMPAIGN, IL
Laura Beth Vollrath
CHAMPAIGN, IL
Ryan Thomas Repko
CHAMPAIGN, IL

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