Unclaimed Profile

Aaron Carl Rudberg

S2G INVESTMENTS, LLC·CHICAGO, Illinois

SIE, Series 7, Series 63, Series 65Clean record20 years registeredS2G INVESTMENTS, LLC

167 N. GREEN ST., CHICAGO, IL 60607CRD# 5014163Firm CRD# 330022

Profile Verification

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

Identity

Aaron Carl Rudberg · CHICAGO, IL

Registration

CRD #5014163 · S2G INVESTMENTS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: S2G INVESTMENTS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

May 2008 – Jul 2017

CHICAGO, IL

ILLINOIS PRIVATE EQUITY FUND-OF-FUNDS G.P., LLC

Sep 2005 – Dec 2007

CHICAGO, IL

MULLER & MONROE ASSET MANAGEMENT,LLC

Aug 2005 – Dec 2007

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 24, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

S2G INVESTMENTS, LLC

CRD 330022 · SEC 801-130521

AUM

$2.6B

Regulatory assets under management

Employees

7 client accounts

Services offered by S2G INVESTMENTS, LLC

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at S2G INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Carl Rudberg offer?

Aaron Carl Rudberg specializes in Retirement Planning.

What are Aaron Carl Rudberg's credentials?

Aaron Carl Rudberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Carl Rudberg located?

Aaron Carl Rudberg is based in CHICAGO, Illinois, last registered with S2G INVESTMENTS, LLC.

How does Aaron Carl Rudberg charge for services?

Aaron Carl Rudberg's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is S2G INVESTMENTS, LLC?

S2G INVESTMENTS, LLC has approximately 45 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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