Nicholas
Rutz

Powers Advisory Group, LLC

CRD#7769112
Investment Advisor
in Highland, IL

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About this Advisor

Nicholas Rutz is a financial advisor based in Highland, Illinois, working with Powers Advisory Group, LLC. Nicholas has previously held positions at Rutz Group Ii Dba Popeye's Chop House, Siblings & Company LLC, and Powers Advisory Group LLC. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Illinois, Missouri, and Texas. Currently, Nicholas is part of Powers Advisory Group, LLC, which operates out of Highland, Illinois. The firm has 6 employees and manages assets totaling $205.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Powers Advisory Group, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2603 Plaza Drive
Highland, IL 62249

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Powers Advisory Group, LLC Brokerage Details

Total Assets Under Management

$205,643,400

IL Average: $6,674,516,078
Total Number of Employees

6

IL Average: 44
Total Number of Accounts

1,279

IL Average: 2,564
Average Account Size

$160,785

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nicholas Rutz Work History

2023 - Present (1 year)

Powers Advisory Group LLC

2012 - Present (12 years)

Siblings & Company LLC

2007 - 2023 (16 years)

Rutz Group Ii Dba Popeye'S Chop House

Disclosures

Please visit the SEC profile of Nicholas Rutz 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 Powers Advisory Group, LLC

Matthew Powers
Highland, IL
Nicholas Rutz
Highland, IL
Richard Ringwald
Highland, 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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