Connor
Ruth

Dew Wealth Management

CRD#7617294
Investment Advisor
in Malcolm, NE

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About this Advisor

Connor Ruth is a financial advisor based in Malcolm, Nebraska, working with Dew Wealth Management. Connor has previously held positions at Malcolm Middle School, Seward High School, University Of Nebraska-Lincoln, Woodbury Financial Services Inc, Osaic Wealth, Inc, and Dew Wealth Management. Connor has passed the Series 66 regulatory exam and is registered to provide services in Nebraska and Texas. Currently, Connor is part of Dew Wealth Management, which operates out of Malcolm, Nebraska. The firm has 9 offices and 31 employees. The firm manages assets totaling $293.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Dew Wealth Management includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

Malcolm, NE

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Dew Wealth Management Brokerage Details

Total Assets Under Management

$293,870,662

NE Average: $1,555,372,352
Total Number of Employees

31

NE Average: 37
Total Number of Accounts

511

NE Average: 1,370
Average Account Size

$575,089

NE Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Connor Ruth Work History

2024 - Present (1 year)

Dew Wealth Management

2024 - 2024 (< 1 year)

Osaic Wealth, Inc

2022 - 2024 (2 years)

Woodbury Financial Services Inc

2018 - 2022 (4 years)

University Of Nebraska-Lincoln

2014 - 2018 (4 years)

Seward High School

2012 - 2014 (2 years)

Malcolm Middle School

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Disclosures

Please visit the SEC profile of Connor Ruth 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 Dew Wealth Management

Santiago Rosas
Scottsdale, AZ
Ryan Cox
Scottsdale, AZ
Stephen Mandracchia
Scottsdale, AZ
Grant Giardino
St. Louis, MO
Bryce Thompson
Scottsdale, AZ
Shaundra Patterson
Scottsdale, AZ
Nathaniel Birkholz
Scottsdale, AZ
Drew Tingle
St. Louis, MO

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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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.

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