Unclaimed Profile

Chad Allen Rudy

RETIREMENT INVESTMENT ADVISORS INC·OKLAHOMA CITY, Oklahoma

Series 63, Series 65Clean record16 years registeredRETIREMENT INVESTMENT ADVISORS INC

2925 UNITED FOUNDERS BLVD, OKLAHOMA CITY, OK 73112CRD# 5729928Firm CRD# 106316

Profile Verification

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

Identity

Chad Allen Rudy · OKLAHOMA CITY, OK

Registration

CRD #5729928 · RETIREMENT INVESTMENT ADVISORS INC · 16 years registered

Brand Profile

Not yet started

Career History

RETIREMENT INVESTMENT ADVISORS INC

Nov 2009 – present

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · November 5, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT INVESTMENT ADVISORS INC

CRD 106316 · SEC 801-43702

AUM

$1.1B

Regulatory assets under management

Employees

1,335 client accounts

Services offered by RETIREMENT INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RETIREMENT INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Chad Allen Rudy offer?

Chad Allen Rudy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Chad Allen Rudy's credentials?

Chad Allen Rudy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Allen Rudy located?

Chad Allen Rudy is based in OKLAHOMA CITY, Oklahoma, working with RETIREMENT INVESTMENT ADVISORS INC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Chad Allen Rudy charge for services?

Chad Allen Rudy'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 RETIREMENT INVESTMENT ADVISORS INC?

RETIREMENT INVESTMENT ADVISORS INC has approximately 20 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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