Michael
Ruff

Financial Insights

CRD#3148321
Investment Advisor
in Tacoma, WA

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About this Advisor

Michael Ruff is a financial advisor based in Tacoma, Washington, working with Financial Insights. Michael has previously held positions at Russell Financial Services, Inc, Part Of Russell Investments, Key Bank, and Financial Insights, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Michael is part of Financial Insights, which operates out of Tacoma, Washington. The firm has 16 employees and manages assets totaling $789.1 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Financial Insights includes asset-based and hourly fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1551 Broadway Suite 600
Tacoma, WA 98402

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Financial Insights Brokerage Details

Total Assets Under Management

$789,094,694

WA Average: $3,566,627,242
Total Number of Employees

16

WA Average: 46
Total Number of Accounts

2,079

WA Average: 1,499
Average Account Size

$379,555

WA Average: $2,379,338

Investment Advisory Services

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

Michael Ruff Work History

2022 - Present (3 years)

Financial Insights, Inc

2016 - 2022 (6 years)

Key Bank

1998 - 2016 (18 years)

Russell Financial Services, Inc, Part Of Russell Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Ruff 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 Financial Insights

Alexandria Kemp
Tacoma, WA
Daniel Mccaffrey
Tacoma, WA
Kaylyn Bugay
Tacoma, WA
Amanda Burrows
Tacoma, WA
Alan Hensley
Tacoma, WA
John Walsh
Tacoma, WA
Michael Dunbar
Tacoma, WA
Michael Ruff
Tacoma, WA

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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