Lynn William Ruff

Current Employers

Employment History

• 08/2018 → Present
  Transamerica Financial Advisors, Inc
  South Jordan, UT
• 11/2014 → Present
  World Financial Group, Inc.
  South Jordan, UT
• 05/2017 → 08/2018
  Retired
  Highland, UT
• 02/2014 → 04/2018
  Robert Half
  Lehi, UT
• 04/2023 → Present
  Lspn Pro Llc
  : Lindon, UT
• 04/2025 → Present
  Highland Conservation District
  Highland, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc LSPN PRO LLC POSITION: Financial representative NATURE: PROVIDING BUNDLED PROFESSIONAL SERVICES WITH EMPHASIS ON ESTATE PLANNING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/20/2023 ADDRESS: 100 N. STATE STREET, LINDON UT 84042, United States DESCRIPTION: CLIENT COMMUNICATIONS, FOLLOW UP WITH CLIENT ISSUES, PROVIDE EDUCATION ON ESTATE PLANNING ISSUES, SCHEDULE APPOINTMENTS. HIGHLAND CONSERVATION DISTRICT POSITION: Treasurer NATURE: Irrigation Water District INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 10260 N. 6000 W., Highland UT 84003, United States DESCRIPTION: The clerk writes the checks for everything in the company. There are 2 signers on the checks, the treasurer and the Chairman of the board. So the treasurer doesn't have sole control of the money or bank. The treasurer is creates the Financials and do the bank reconciliations. The board members review the quarterly transactions at the quarterly board meeting and the organization has an annual review by an outside auditor. There are zero investment accounts to worry about. Since it is a government overseen entity there is very specific separation of duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-02
• S63 Uniform Securities Agent State Law Examination
  2019-01-29