Denise Ruesch, financial advisor Sheridan WY
93 score

Denise Ruesch

CRD Number: 3175359
Current Firm: Lpl Financial LLC

Denise Ruesch (CRD# 3175359) is an Investment Advisor Representative working at Lpl Financial LLC in Sheridan, WY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Sheridan, WY Nov 2016 - Current 1
Cetera Investment Advisers LLC Sheridan, WY Jan 2014 - Nov 2016 2
Cetera Investment Services Saint Cloud, MN Jan 2013 - Nov 2016 3
First Interstate Bank Sheridan, WY Jan 2013 - Nov 2016 3
D.a. Davidson & Company Sheridan, WY Jan 2004 - Dec 2012 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
S63 Uniform Securities State Law Examination Dec 2000
Contact Info for Denise R. Ruesch
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CO
  • WY
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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