Kurt Ruoff (CRD# 5432756) is an Investment Advisor Representative working at Cypress Financial Planning in Haddon Heights, NJ and has over 12 years of experience in the finance industry. Kurt Ruoff 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cypress Financial Planning | Haddon Heights, NJ | May 2020 - Current | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - May 2020 | 5 |
| Morgan Stanley Smith Barney | Voorhees, NJ | Jun 2011 - May 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- NJ
- TX
-
Total Assets Under Management308MILLIONS
-
Total Number of Accounts1,309ACCOUNTS
-
Average Account Value$235,082
- A percentage of assets under your management
- 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
- Pension consulting services
CA, CO, DE, FL, NJ, NY, PA, TX, VA
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