Unclaimed Profile

Laura Beth Vollrath

RUEDI WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois

Series 65Clean record3 years registeredRUEDI WEALTH MANAGEMENT, INC.

2502 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 5714480Firm CRD# 173262

Profile Verification

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

Identity

Laura Beth Vollrath · CHAMPAIGN, IL

Registration

CRD #5714480 · RUEDI WEALTH MANAGEMENT, INC. · 3 years registered

Brand Profile

Not yet started

Career History

AVIDIAN WEALTH SOLUTIONS

May 2024 – present

EQUISTAR WEALTH MANAGEMENT LLC

Mar 2023 – May 2024

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 24, 2023

Years registered · 3

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 Laura Beth Vollrath offer?

Laura Beth Vollrath specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.

What are Laura Beth Vollrath's credentials?

Laura Beth Vollrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laura Beth Vollrath located?

Laura Beth Vollrath 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 Laura Beth Vollrath charge for services?

Laura Beth Vollrath'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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