Unclaimed Profile

Lance Clark Ruud

DW MANAGEMENT SERVICES, L.L.C.·PARK CITY, Utah

Clean recordDW MANAGEMENT SERVICES, L.L.C.

1413 CENTER DRIVE, PARK CITY, UT 84098-7401CRD# 5340483Firm CRD# 160555

Profile Verification

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

Identity

Lance Clark Ruud · PARK CITY, UT

Registration

CRD #5340483 · DW MANAGEMENT SERVICES, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lance Clark Ruud is a registered financial advisor based in PARK CITY, Utah, affiliated with DW MANAGEMENT SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Lance

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lance is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

DW MANAGEMENT SERVICES, L.L.C.

DW HEALTHCARE PARTNERS

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DW MANAGEMENT SERVICES, L.L.C. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SEE SCHEDULE D - MISCELLANEOUS

Regulatory

SEC/IARD CRD# 5340483

Firm CRD# 160555

View on FINRA BrokerCheck →

Looking for a financial advisor in PARK CITY?

Browse all registered financial advisors in PARK CITY, Utah or claim this profile if it's yours.

Browse PARK CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lance Clark Ruud offer?

Lance Clark Ruud specializes in Retirement Planning. Contact their office in PARK CITY, Utah for a consultation.

What are Lance Clark Ruud's credentials?

Lance Clark Ruud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lance Clark Ruud located?

Lance Clark Ruud is based in PARK CITY, Utah, working with DW MANAGEMENT SERVICES, L.L.C.. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.

How does Lance Clark Ruud charge for services?

Lance Clark Ruud'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 DW MANAGEMENT SERVICES, L.L.C.?

DW MANAGEMENT SERVICES, L.L.C. has approximately 38 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →