David Rubey, financial advisor Sleepy Eye MN
93 score

David Rubey

CRD Number: 1359048
Current Firm: Questar Asset Management, Inc.

David Rubey (CRD# 1359048) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Sleepy Eye, MN and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Questar Asset Management Minneapolis, MN Apr 2013 - Current 3
Questar Capital Minneapolis, MN Sep 2009 - Current 7
Americana Agency Of Sleepy Eye Inc. Sleepy Eye, MN Apr 1984 - Current 32
American Agency Of Sleepyeye Inc. Sleepy Eye, MN Apr 1984 - Current 32
Fintegra LLC Minneapolis, MN Jun 1999 - Sep 2009 10
Fintegra, LLC Sleepy Eye, MN Jun 1999 - Sep 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
Contact Info for David M. Rubey
Phone Number: 888-446-5872
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    839
    MILLIONS
  • Total Number of Accounts
    5,071
    ACCOUNTS
  • Average Account Value
    $165,362
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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