Christopher Ruedi, financial advisor Bloomington IL
93 score

Christopher Ruedi

CRD Number: 6113807
Current Firm: Valmark Advisers, Inc.

Christopher Ruedi (CRD# 6113807) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Bloomington, IL and has over 3 years of experience in the finance industry. Christopher 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
Valmark Advisers, Inc. Akron, OH Mar 2014 - Current 2
Valmark Securitieis, Inc. Akron, OH Oct 2012 - Current 4
Kingston Financial Bloomington, IL Jul 2012 - Current 4
Klaris, Thompson, Schroeder Waterloo, IL Sep 2011 - Jul 2012 < 1
Unemployed St. Louis, MO May 2011 - Sep 2011 < 1
St. Louis Univsersity St. Louis, MO Sep 2009 - May 2011 1
A-1 Alarm Champaign, IL Aug 2008 - Sep 2009 1
University Of Illinois Champaign, IL Aug 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Christopher N. Ruedi
Phone Number: 800-765-5201
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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