Janis
Sleeter
Ruggaard & Associates
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About this Advisor
Janis Sleeter is a certified financial planner who works out of Oak Brook, Illinois. Sleeter is an employee of Ruggaard & Associates. Throughout their career, they have worked at Heartland Capital Resources, Inc, Total Clarity Wealth Management, Inc, Cetera Advisor Networks LLC, Ruggaard & Associates, Sleeter Farms Nebraska, Inc, Sleeter Family Farm Corporation and Lpl Financial LLC. Sleeter holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois and Texas. Ruggaard & Associates is a company operating out of Twinsburg, OH. The investment advisory business has offices in two locations and a total of 10 people on staff. It has $211 million in total assets across its 516 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 516 accounts, 68% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial management largely vary depending on which services are provided. However, fee types charged by Ruggaard & Associates most likely include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ruggaard & Associates Brokerage Details
$210,516,139
10
516
$407,977
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Janis Sleeter Work History
Janis has been registered as a financial advisor for 0 years.*
Ruggaard & Associates
Sleeter Farms Nebraska, Inc
Heartland Capital Resources, Inc
Sleeter Family Farm Corporation
Lpl Financial LLC
Cetera Advisor Networks LLC
Total Clarity Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Janis Sleeter 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 Ruggaard & Associates
Twinsburg, OH
Chicago, IL
Twinsburg, OH
Twinsburg, OH
Twinsburg, OH
Oak Brook, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
