Timothy Rueter, financial advisor Wheaton IL
103 score

Timothy Rueter

Foundation Wealth Strategies LLC

CRD Number: 4470049
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both

Timothy Rueter (CRD# 4470049) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wheaton, IL and has over 17 years of experience in the finance industry.  He holds the CFP® and ChFC® designations, has assets of more than $100 million under management, and primary works as a fee-based planner.  He services the soon-to-retire and already-retired segments of the market, primarily helping executives, business owners, entrepreneurs, and professionals in healthcare and education.  His expertise lies in wealth management, legacy planning, risk mitigation through insurance, and tax efficiency planning.

CONTACT
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Professional Designations
Company Name Location Dates Years
Insurance-non Variable Wheaton, IL Apr 2012 - Current 5
Raymond James Financial Services Wheaton, IL Jul 2011 - Current 6
Raymond James Financial Services Advisors Inc. Wheaton, IL Jul 2011 - Current 6
Foundation Wealth Strategies LLC Wheaton, IL Jul 2011 - Current 6
Foundation Wealth Strategies LLC Wheaton, IL Jul 2011 - Current 6
Thrivent Investment Management Inc. Wheaton, IL Oct 2001 - Jul 2011 9
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Nov 2001
S66 NASAA Uniform Combined State Law Examination Dec 2001
S9 and 10 General Securities Sales Supervisor Examination Dec 2011
Contact Info for Timothy J. Rueter
Phone Number: 6306905443
Advisor Website: http://www.foundationws.com
Registered State(s):
  • IL
  • TX
  • AZ
  • AR
  • CO
  • FL
  • HI
  • IN
  • IA
  • MI
  • MN
  • NV
  • NY
  • NC
  • OH
  • SD
  • TN
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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