David Rutan, financial advisor Vancouver WA
89 score

David Rutan

CRD Number: 6246138
Current Firm: Waddell & Reed

David Rutan (CRD# 6246138) is an Investment Advisor Representative working at Waddell & Reed in Vancouver, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
David & Michelle Rutan Grants Pass, OR Nov 2014 - Current 2
Lacenter High School Lacenter, WA Apr 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies La Center, WA Jan 2014 - Current 2
Waddell & Reed, Inc. Vancouver, WA Sep 2013 - Current 3
Park-n-stor LLC Vidor, TX Oct 2005 - Current 11
Oregon Gold Trips Grants Pass, OR May 1995 - Jan 2014 18
Rumors At The New Skyline Great Falls, MT Jun 2012 - Jun 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for David L. Rutan
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • CA
  • ID
  • WA
  • NM
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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