Justin Ruttke, financial advisor La Jolla CA

Justin Ruttke

CRD Number: 6808618
Current Firm: Castle Coast Wealth, LLC

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.

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Professional Designations
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
Contact Info for Justin K. Ruttke
Phone Number: (858) 546-1247
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    324
    MILLIONS
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $339,930
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, NC, NE, NV, OR, TX, WA

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