Thiel
Ruperto

Calchoice Wealth Management LLC

CRD#4530049
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Thiel Ruperto is a financial advisor who is based in Scottsdale, Arizona. Currently a registered financial advisor at Calchoice Wealth Management LLC, they have accrued 17 years of practice as an investment advisor. Ruperto has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Ruperto is able to advise customers based out of Arizona. Throughout their career, Ruperto has worked at Investment Advisers International, Inc, World Financial Group, World Group Securities, Inc, Stryker Endoscopy, Ruperto Investments, LLC, Transamerica Financial Advisors, Inc, World Wide Technology, Inc, Debtmerica, Wsb Financial Center, LLC, Healthcare Solutions Team, Calchoice Financial, Inc, American Financial Education Alliance, The 1 Cbd Source, LLC and Calchoice Wealth Management LLC. Calchoice Wealth Management LLC is based out of Scottsdale, Arizona. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

8901 E Mountain View Rd Suite 110
Scottsdale, AZ 85258

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Calchoice Wealth Management LLC Brokerage Details

Total Number of Employees

10

AZ Average: 37

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Thiel Ruperto Work History

Thiel has 18 years of experience.

2019 - Present (1 year)

American Financial Education Alliance

2019 - Present (1 year)

Calchoice Financial, Inc

2019 - Present (1 year)

Calchoice Wealth Management LLC

2018 - Present (2 years)

The 1 Cbd Source, LLC

2016 - Present (4 years)

Wsb Financial Center, LLC

2019 - 2019 (< 1 year)

Calchoice Financial, Inc

2016 - 2019 (3 years)

Healthcare Solutions Team

2013 - 2015 (2 years)

World Wide Technology, Inc

2013 - 2019 (6 years)

Debtmerica

2012 - 2019 (7 years)

Transamerica Financial Advisors, Inc

2010 - 2012 (2 years)

Investment Advisers International, Inc

2007 - 2013 (6 years)

Stryker Endoscopy

2006 - 2012 (6 years)

Ruperto Investments, LLC

2002 - 2019 (17 years)

World Financial Group

2002 - 2012 (10 years)

World Group Securities, Inc

Disclosures

Thiel Ruperto has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Calchoice Wealth Management LLC

Eric Elam
Scottsdale, AZ
Jeffrey Carroll
Scottsdale, AZ
Charles Jewett
Scottsdale, AZ
Jason Stock
Scottsdale, AZ
Neal Thornton
Scottsdale, AZ
Thiel Ruperto
Scottsdale, AZ

This content was compiled from the SEC and FINRA.

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