Daniel
Ruedi
Ruedi Wealth Management, Inc
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About this Advisor
Daniel Ruedi is a financial advisor based in Champaign, Illinois, working with Ruedi Wealth Management, Inc. Daniel has previously held positions at Ruedi Wealth Management, Inc and Auburn University. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Illinois and South Carolina. Currently, Daniel is part of Ruedi Wealth Management, Inc, which operates out of Champaign, Illinois. The firm has 2 offices and 5 employees. The firm manages assets totaling $384.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ruedi Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ruedi Wealth Management, Inc Brokerage Details
$384,301,445
5
1,136
$338,294
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Ruedi Work History
Ruedi Wealth Management, Inc
Auburn University
Disclosures
Please visit the SEC profile of Daniel Ruedi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ruedi Wealth Management, Inc
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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