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Colin Matthew Ruttinger

Ae Wealth Management, LLC

Gilbert, AZ

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-01-25
  • AZ RA
    APPROVED
    Since 2021-01-25

Branch Locations

51 W Vaughn Ave Suite 303, Gilbert, AZ 85233 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Accrue Wealth Designs Gilbert AZ 08/2017 Present
Ae Wealth Management, Llc Topeka KS 01/2021 Present
Cmr Insurance Services, Llc Mesa AZ 01/2007 08/2017
  • 08/2017 → Present
    Accrue Wealth Designs
    Gilbert, AZ
  • 01/2021 → Present
    Topeka, KS
  • 01/2007 → 08/2017
    Cmr Insurance Services, Llc
    Mesa, AZ
Other Businesses

1.) Accrue Wealth Designs; Yes investment related; 51 West Vaughn Ave, Suite 303, Gilbert AZ 85233; Insurance and Financial Services; Financial Advisor/Insurance Agent; Start Date 08/2017; 160 mo; 160 trading; Insurance and Financial Services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-07
  • S65 Uniform Investment Adviser Law Examination
    2020-12-07

View on SEC IAPD

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