Brian Ruh, financial advisor New Holstein WI

Brian Ruh

CRD Number: 1970199
Current Firm: Eagle Strategies LLC

Brian Ruh (CRD# 1970199) is an Investment Advisor Representative working at Eagle Strategies LLC in New Holstein, WI and has over 34 years of experience in the finance industry.

Similar Advisors
Laura Ingram, financial advisor New Holstein WI
Laura E. Ingram
CRD# 5809177
Osaic Wealth, Inc.
Similar Advisors
Jason Mc Glone, financial advisor New Holstein WI
Jason A. Mc Glone
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
Similar Advisors
David Adams, financial advisor New Holstein WI
David G. Adams
CRD# 2186552
Commonwealth Financial Network
Company Name Location Dates Years
Eagle Strategies LLC New Holstein, WI Jun 2022 - Current 1
Action Financial Strategies, LLC New Holstein, WI Aug 2012 - Current 11
Daily Iniitiatives New Holstein, WI Nov 2011 - Current 12
New York Life Insurance Company New Holstein, WI Jun 1989 - Current 34
Nylife Securities LLC New Holstein, WI Jun 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Brian P. Ruh
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, 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, WY

Ready to hire a financial advisor? Get competitive proposals from Brian Ruh and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.