Brian Ruh, financial advisor New Holstein WI
98 score

Brian Ruh

CRD Number: 1970199
Current Firm: Eagle Strategies LLC

Brian Ruh (CRD# 1970199) is an Investment Advisor Representative working at Eagle Strategies LLC in New Holstein, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Action Financial Strategies New Holstein, WI Aug 2012 - Current 4
Daily Iniitiatives New Holstein, WI Nov 2011 - Current 5
New York Life Insurance Company New Holstein, WI Jun 1989 - Current 27
Nylife Securities LLC New Holstein, WI Jun 1989 - Current 27
Dlm & Associates Ft. Lauderdale, FL Mar 2008 - May 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Brian P. Ruh
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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