Bret Rutan, financial advisor Randleman NC
89 score

Bret Rutan

CRD Number: 6243641
Current Firm: Edward Jones

Bret Rutan (CRD# 6243641) is an Investment Advisor Representative working at Edward Jones in Randleman, NC and has over 3 years of experience in the finance industry.

Similar Advisors
David Childs, financial advisor Randleman NC
David Childs
CRD# 5145179
Spartan Planning & Wealth Management
Score
103
Similar Advisors
Robert Russell, financial advisor Randleman NC
Robert G. Russell
CRD# 2614704
Nfp Advisor Services, LLC
Score
103
Similar Advisors
Virginia Saslow, financial advisor Randleman NC
Virginia B. Saslow
CRD# 5136430
Oppenheimer & Company Inc.
Score
98
Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2015 - Current 1
Victory Junction Randleman, NC Apr 2015 - Jul 2015 < 1
Edward Jones St Louis, MO Oct 2014 - Apr 2015 < 1
Wells Fargo Advisors, LLC Greensboro, NC Oct 2013 - Sep 2014 < 1
Wells Fargo Bank Na Greensboro, NC May 2011 - Sep 2014 3
Olive Garden Greensboro, NC Jan 2009 - May 2011 2
Guilford Technical Community College Greensboro, NC May 2008 - Jan 2009 < 1
Dominos Pizza Randleman, NC Oct 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Bret A. Rutan
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Bret Rutan and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.