David RuthsCRD Number: 4067433
Current Firm: Ipi Wealth Management, Inc.
Waddell & Reed
Forum Financial Management, LP
|Investment Planners, Inc.||Decatur, IL||Sep 2008 - Current||10|
|Ipi Asset Management, Inc.||Decatur, IL||Sep 2008 - Current||10|
|Factset||Chicago, IL||Jul 2008 - Jun 2010||1|
|Mediqus Asset Advisors||Chicago, IL||Sep 2001 - Sep 2007||6|
|Waterstone Financial Group||Itasca, IL||Sep 2001 - Sep 2007||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S63||Uniform Securities State Law Examination||Feb 2000|
Total Assets Under Management1,181MILLIONS
Total Number of Accounts5,108ACCOUNTS
Average Account Value$231,291
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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