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Ruedi Wealth Management, Inc. CRD 173262
$498M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2502 Galen Drive Suite 102, Champaign, IL 61821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-09-29 |
Branch Locations
2502 Galen Drive Suite 102, Champaign, IL 61821 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ruedi Wealth Management Inc | Champaign | IL | 09/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-28 |
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