Best Investors Account Sign in
Inactive

Ryan Thomas Siepka

Rudwall Wealth Management LLC

Mundelein, IL

Algonquin, IL

CRD 7336140

Claim This Profile
Employer firm

Rudwall Wealth Management LLC CRD 284515

$22.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Rudwall Wealth Management Llc

Mundelein, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-02-04
  • IL RA
    APPROVED
    Since 2021-02-04

Branch Locations

Mundelein, IL • United States

Algonquin, IL • 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
Comprehensive Insurance Agency, Llc Rolling Meadows IL 10/2009 Present
Videckis Financial Services, Inc Rolling Meadows IL 05/2019 Present
  • 10/2009 → Present
    Comprehensive Insurance Agency, Llc
    Rolling Meadows, IL
  • 05/2019 → Present
    Videckis Financial Services, Inc
    Rolling Meadows, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-12
  • S65 Uniform Investment Adviser Law Examination
    2020-10-12

View on SEC IAPD

More in Mundelein, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor