Richard Lee Runestad

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Runestad Financial
  Ft. Wayne, IN
• 01/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2015 → 01/2020
  Corecap Advisors
  Southfield, MI
• 06/2020 → 01/2025
  Financial Partners Federal Credit Union
  Woodburn, IN

Previous Registrations

• 2015-07-01 → 2020-01-17
  Corecap Advisors
  Ft. Wayne, IN
  Southfield, MI
  Leo, IN
  Leo, IN

Other Businesses

1.) RUNESTAD FINANCIAL SERVICES; YES INVESTMENT RELATED; 3925 UNION CHAPEL RD, FORT WAYNE, IN 46845; INSURANCE SALES; PRESIDENT; START DATE 05/2000 ; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ENM HOLDINGS LLC; NOT INVESTMENT RELATED; 16730 PINE RIDGE PASS, LEO, IN 46765; MEMBER; START DATE 01/2021; APPROX 1 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING;INSURANCE SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-15
• S63 Uniform Securities Agent State Law Examination
  1999-10-20

Other Names

• Ric Runestad