Justin Ruttke (CRD# 6808618) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in La Jolla, CA and has over 3 years of experience in the finance industry. Justin Ruttke 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.
CRD# 2705314
Lpl Financial LLC
CRD# 5138196
Lpl Financial LLC
CRD# 6823008
Lifepro Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Castle Coast Wealth, Llc (fka Litton Financial, Llc) | San Diego, CA | Jan 2020 - Current | 4 |
Meredith & Ruttke | San Diego, CA | Jul 2020 - Dec 2022 | 2 |
Charles O Gillespie Dba Litton Financial Services | San Diego, CA | Jan 2019 - Dec 2019 | < 1 |
William Litton Dba Litton Financial | La Jolla, CA | Aug 2018 - Dec 2018 | < 1 |
Lpl Financial | La Jolla, CA | Aug 2018 - Sep 2018 | < 1 |
Evo | Scottsdale, AZ | Feb 2018 - Jul 2018 | < 1 |
Arizona State University | Tempe, AZ | Aug 2014 - May 2018 | 3 |
Consolidated Supply Co | Nampa, ID | Dec 2017 - Jan 2018 | < 1 |
Merrill Lynch Wealth Management | Boise, ID | May 2017 - Jul 2017 | < 1 |
Consolidated Supply Co | Boise, ID | May 2016 - Jul 2016 | < 1 |
Herb Box | Scottsdale, AZ | Feb 2016 - May 2016 | < 1 |
Consolidated Supply Co | Boise, ID | May 2015 - Jul 2015 | < 1 |
Youfit Health Clubs | Gilbert, AZ | Sep 2014 - Apr 2015 | < 1 |
Barro's Pizza | Gilbert, AZ | Sep 2014 - Nov 2014 | < 1 |
Chicago Connection Pizza | Boise, ID | Mar 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
-
Total Assets Under Management324MILLIONS
-
Total Number of Accounts954ACCOUNTS
-
Average Account Value$339,930
- 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
AZ, CA, CO, NC, NE, NV, OR, TX, WA
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