Joseph
Rudnicki

Strategic Wealth Partners, LTD

CRD#6400376
Investment Advisor
in Independence, OH

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About this Advisor

Joseph Rudnicki is a financial advisor based in Independence, Ohio, working with Strategic Wealth Partners, LTD. Joseph has previously held positions at Strategic Wealth Partners, Pruco Securities LLC, The Prudential Insurance Company Of America, and Once Upon A Dream. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Joseph is part of Strategic Wealth Partners, LTD, which operates out of Independence, Ohio. The firm has 12 offices and 23 employees. The firm manages assets totaling $1.1 billion and 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, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Strategic Wealth Partners, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5005 Rockside Road Suite 1200
Independence, OH 44131-6829

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Strategic Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$1,083,606,865

OH Average: $2,106,341,625
Total Number of Employees

23

OH Average: 34
Total Number of Accounts

3,107

OH Average: 1,972
Average Account Size

$348,763

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joseph Rudnicki Work History

2018 - Present (6 years)

Strategic Wealth Partners

2016 - Present (8 years)

Once Upon A Dream

2016 - 2018 (2 years)

Pruco Securities LLC

2016 - 2018 (2 years)

The Prudential Insurance Company Of America

2014 - 2016 (2 years)

Strategic Wealth Partners

Disclosures

Please visit the SEC profile of Joseph Rudnicki 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 Strategic Wealth Partners, LTD

Nathan Fischer
Independence, OH
Peter Brunton
Independence, OH
Robert Lambert
Independence, OH
Ryan Murray
Independence, OH
Joseph Rudnicki
Independence, OH
Richard Eicheldinger
Independence, OH
Tasha Mauss
Independence, OH

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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