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Daniel Paul Ruedi

Ruedi Wealth Management, Inc.

Champaign, IL

Johns Island, SC

CRD 6723884

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Employer firm

Ruedi Wealth Management, Inc. CRD 173262

$498M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Ruedi Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-08-18
  • SC RA
    APPROVED
    Since 2020-08-18

Branch Locations

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

Johns Island, SC • 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 06/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-07
  • S65 Uniform Investment Adviser Law Examination
    2016-11-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LESTER FINANCIAL GROUP, LLC
STERLING WEALTH MANAGEMENT, INC.
TENET WEALTH PARTNERS, LLC

Nearby Investors

Blake A Lester
TODD ALLEN LESTER
JAMES ARTHUR PLOEGER

Nearby Offices

LESTER FINANCIAL GROUP, LLC · CHAMPAIGN, IL
STERLING WEALTH MANAGEMENT, INC. · CHAMPAIGN, IL
TENET WEALTH PARTNERS, LLC · CHAMPAIGN, IL

More in Champaign, IL

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