Best Investors Account Sign in
Inactive

David William Ruedi

Ruedi Wealth Management, Inc.

Champaign, IL

Claim This Profile
Current Employers
Ruedi Wealth Management, Inc.

2502 Galen Drive Suite 102, Champaign, IL 61821 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-03-02
  • IL RA
    APPROVED
    Since 2015-03-02

Branch Locations

2502 Galen Drive Suite 102, Champaign, IL 61821 • 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
Ruedi Wealth Management, Inc Champaign IL 10/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-02
  • S65 Uniform Investment Adviser Law Examination
    2015-03-02
Designations

View on SEC IAPD

Other Firms

LESTER FINANCIAL GROUP, LLC
STERLING WEALTH MANAGEMENT, INC.
TENET WEALTH PARTNERS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HORACE MANN INVESTORS, INC.
SERRA VENTURES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Blake A Lester
TODD ALLEN LESTER
JAMES ARTHUR PLOEGER
SHARON CHRISTINE ALLEN
Seth Stephen Elam
Pablo Andres Jimenez Zamora
RAYMON MICHAEL BROWN
DALY CHRISTA ANDERSSON

Other Offices

LESTER FINANCIAL GROUP, LLC · CHAMPAIGN, IL
STERLING WEALTH MANAGEMENT, INC. · CHAMPAIGN, IL
TENET WEALTH PARTNERS, LLC · CHAMPAIGN, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CHAMPAIGN, IL
HORACE MANN INVESTORS, INC. · Champaign, IL
SERRA VENTURES, LLC · CHAMPAIGN, IL
EDWARD JONES · CHAMPAIGN, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Champaign, IL

More in Champaign, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor