Unclaimed Profile

Paul Ryan Ruedi

RUEDI WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois

SIE, Series 7, Series 65CFPClean record14 years registeredRUEDI WEALTH MANAGEMENT, INC.

2502 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 5978662Firm CRD# 173262

Profile Verification

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

Identity

Paul Ryan Ruedi · CHAMPAIGN, IL

Registration

CRD #5978662 · RUEDI WEALTH MANAGEMENT, INC. · 14 years registered

Brand Profile

Not yet started

Career History

RUEDI WEALTH MANAGEMENT, INC.

Jul 2015 – present

RUEDI WEALTH MANAGEMENT LLC

Jan 2012 – May 2013

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · January 3, 2012

Years registered · 14

Professional designation · CFP

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 Paul Ryan Ruedi offer?

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

What are Paul Ryan Ruedi's credentials?

Paul Ryan Ruedi holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Ryan Ruedi located?

Paul Ryan 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 Paul Ryan Ruedi charge for services?

Paul Ryan 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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