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Philip John Rutterer

Rutterer Planning

Nashville, TN

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Current Employers
Rutterer Planning

Nashville, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-11-22
  • TN RA
    APPROVED
    Since 2021-11-22

Branch Locations

Nashville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Nashvile TN 05/2012 09/2017
Trustcore Financial Services, Inc. Brentwood TN 09/2017 10/2021
Rutterer Planning Llc Nashville TN 10/2021 Present
  • 05/2012 → 09/2017
    Self Employed
    Nashvile, TN
  • 09/2017 → 10/2021
    Trustcore Financial Services, Inc.
    Brentwood, TN
  • 10/2021 → Present
    Rutterer Planning Llc
    Nashville, TN
Previous Registrations
  • 2017-12-20 → 2021-10-08
    Trustcore Financial Services, Llc
    Brentwood, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-20
S63 Uniform Securities Agent State Law Examination 2008-11-03
  • S65 Uniform Investment Adviser Law Examination
    2017-12-20
  • S63 Uniform Securities Agent State Law Examination
    2008-11-03
Designations

View on SEC IAPD

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