David RuehrCRD Number: 7403801
Current Firm: Eq Wealth Management
David Ruehr (CRD# 7403801) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Eq Wealth Management||Mercer Island, WA||Jun 2021 - Current||2|
|Bellevue School District||Bellevue, WA||Sep 2019 - Aug 2021||1|
|Bellevue School District||Bellevue, WA||Sep 2016 - Sep 2019||3|
|Retired||Bellevue, WA||Jun 2014 - Sep 2016||2|
|David's Tea||Montreal,||Jun 2012 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
Total Assets Under Management458MILLIONS
Total Number of Accounts1,650ACCOUNTS
Average Account Value$277,639
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, ID, MO, OR, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.