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2502 Galen Drive Suite 102, Champaign, IL 61821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-07-16 |
Branch Locations
2502 Galen Drive Suite 102, Champaign, IL 61821 • United States
The Colony, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ruedi Wealth Management Llc | Champaign | IL | 05/2015 | Present |
Owns property that is rented out - 17603 Termini San Luis Pass, Galveston, TX 77554; Not investment-related; Short-term rentals; Owner; No title, just owner; Relationship started 2/28/22; Around 20hrs per month; 5hrs per month during trading hours; Uses a property manager (Vacasa) to manage the day-to-day rental operations and they do the lion's share of the work. Decisions about big ticket maintenance items fall to him, and he occasionally goes there personally just to check on things and do small repairs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-16 |
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