John Stewart Rudi

Employer firm

Parr Mcknight Wealth Management Group CRD 330050

$1.07B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Minneapolis, MN
• 11/2016 → 01/2018
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
• 01/2018 → 08/2024
  Wells Fargo Advisors Financial Network, Llc
  Minneapolis, MN
• 08/2024 → Present
  Parr Mcknight Wealth Management Group
  Minneapolis, MN

Previous Registrations

• 2018-01-05 → 2024-08-16
  Wells Fargo Advisors Financial Network, Llc
  Minneapolis, MN
  Plymouth, MN
• 2009-04-27 → 2018-01-05
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN

Other Businesses

CO-TRUSTEE FOR PARR MCKNIGHT WEALTH MANAGEMENT GROUP 401K FBO SELF AND ASSOCIATES; INV. RELATED; MINNEAPOLIS, MN; START 3/8/2018, CO-TRUSTEE FOR FINET PRACTICE 401K. STEAMBOAT CONSULTING CORP., INV RELATED, PLYMOUTH, MN, 100% OWNERSHIP, START 1/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. PARR MCKNIGHT WEALTH MANAGEMENT GROUP LLC, MINNEAPOLIS, MN, 10% OWNERSHIP, START 1/1/2018, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR PARR MCKNIGHT WEALTH MANAGEMENT GROUP 401K, INV RELATED, MINNEAPOLIS, MN, START: 1/1/2018, 160 HRS/MONTH, 160 HRS DURING TRADING, FINET PRACTICE 401K. PARR MCKNIGHT WEALTH MANAGEMENT LLC, INV RELATED, MINNEAPOLIS, MN, 25% OWNERSHIP, START 1/15/2024, 200 HOURS PER MONTH, 130 HOURS DURING TRADING, RIA.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-07

Designations

• Certified Financial Planner

Other Names

• John Rudi