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Chad Allen Rudy

Retirement Investment Advisors Inc

Oklahoma City, OK

Frisco, TX

CRD 5729928

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Employer firm

Retirement Investment Advisors Inc CRD 106316

$1.49B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Retirement Investment Advisors Inc

2925 United Founders Blvd, Oklahoma City, OK 73112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-01-12
OK RA APPROVED 2009-11-05
  • TX RA
    APPROVED
    Since 2010-01-12
  • OK RA
    APPROVED
    Since 2009-11-05

Branch Locations

2925 United Founders Blvd, Oklahoma City, OK 73112 • United States

9300 John Hickman Pkwy Suite 504, Frisco, TX 75035 • 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
Retirement Investment Advisors, Inc. Oklahoma City OK 11/2009 Present
Cr Systems Inc Frisco TX 01/2002 10/2019
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-01-16
S65 Uniform Investment Adviser Law Examination 2008-12-16
  • S63 Uniform Securities Agent State Law Examination
    2009-01-16
  • S65 Uniform Investment Adviser Law Examination
    2008-12-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

Matthew Kyle Sanders
Scott Morrison Mullins
Bridgette Nicole Hundon

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK

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