William RutledgeCRD Number: 3010858
Current Firm: Cuna Brokerage Services, Inc.
William Rutledge (CRD# 3010858) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 17 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2002 - Current||14|
|Cuna Mutual Group||Waverly, IA||May 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- 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)
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, VT, WA, WI, WV