Janis Sleeter (CRD# 2546249) is an Investment Advisor Representative working at Ruggaard & Associates in Oak Brook, IL and has over 29 years of experience in the finance industry. Janis Sleeter 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ruggaard & Associates | Oak Brook, IL | Jan 2023 - Current | 1 |
| Sleeter Farms Nebraska, Inc. | Downers Grove, IL | Jun 2008 - Current | 15 |
| Heartland Capital Resources, Inc. | Oak Brook, IL | Oct 1992 - Current | 31 |
| Sleeter Family Farm Corporation | Downers Grove, IL | Apr 1991 - Current | 33 |
| Lpl Financial LLC | Oak Brook, IL | Oct 2018 - Dec 2022 | 4 |
| Total Clarity Wealth Management, Inc. | Oak Brook, IL | Mar 2007 - Dec 2022 | 15 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- IL
- TX
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Total Assets Under Management312MILLIONS
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Total Number of Accounts865ACCOUNTS
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Average Account Value$360,950
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, FL, IL, MO, NC, NE, OH, SC, TX, VA
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