Paul Ruedi, financial advisor Champaign IL

Paul Ruedi

CRD Number: 5978662
Current Firm: Ruedi Wealth Management, Inc.

Paul Ruedi (CRD# 5978662) is an Investment Advisor Representative working at Ruedi Wealth Management, Inc. in Champaign, IL and has over 8 years of experience in the finance industry. Paul Ruedi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ruedi Wealth Management LLC Champaign, IL May 2015 - Current 8
Dimensional Fund Advisors Austin, TX May 2013 - Apr 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Paul R. Ruedi
Phone Number: 217-356-1400
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    334
    MILLIONS
  • Total Number of Accounts
    1,073
    ACCOUNTS
  • Average Account Value
    $311,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, IL, IN, SC, TX

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