Joseph RudnickiCRD Number: 6400376
Current Firm: Strategic Wealth Partners, Ltd.
Joseph Rudnicki (CRD# 6400376) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 2 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Strategic Wealth Partners||Independence, OH||Mar 2014 - Current||3|
|Tumble Athletics||Medina, OH||Sep 2008 - Jan 2014||5|
|Elite Academy||Brunswick, OH||Aug 2007 - Jul 2008||< 1|
|Strongsville High School||Strongsville, OH||Aug 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management167MILLIONS
Total Number of Accounts1,717ACCOUNTS
Average Account Value$97,088
- 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
- Pension consulting services
- Publication of periodicals or newsletters
FL, OH, TX