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RC

Ruth A. Chady

FINANCIAL & BUSINESS CONSULTANTS
SWANSEA, IL 62226
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CRD#: 1107086
RC

Professional summary


Ruth Auer Chady, CFP®, who also goes by Ruth Ann Auer, is a registered financial advisor currently at FINANCIAL & BUSINESS CONSULTANTS located in Swansea, Illinois and ARLINGTON SECURITIES, INC. located in Swansea, Illinois.

Ruth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Ruth has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ruth Ann Auer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Financial and Business Consultants (RIA) 4% of time Insurance Sales Agent - Life and Health 18% of time

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ruth Auer Chady's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1986

Experience


Current

June 11, 1998 - Present

FINANCIAL & BUSINESS CONSULTANTS

Office #1: 2 Park Place, Swansea, IL 62226
RIA
CRD#: 123100
SWANSEA, IL
Current

September 19, 1990 - Present

ARLINGTON SECURITIES, INC.

Office #1: 2 Park Place, Swansea, IL 62226
RIA
BD
CRD#: 19596
SWANSEA, IL
Past

January 3, 1989 - September 25, 1990

AMERICAN CAPITAL EQUITIES, INC.

BD
CRD#: 13272
Past

January 27, 1986 - January 11, 1989

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
Past

August 15, 1984 - January 31, 1986

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
Past

July 26, 1984 - January 11, 1989

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

April 29, 1983 - August 29, 1984

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(9/19/1990)
IAR
Illinois
(6/11/1998)
RR
Indiana
(3/13/2007)
RR
Missouri
(9/19/1990)

Exams


State Security Law Exam
RR
Series 63
Date: 5/11/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


F&
FINANCIAL & BUSINESS CONSULTANTS
CHADY, RUTH AUER | FINANCIAL & BUSINESS CONSULTANTS

CRD#: 123100 / SEC#:

Illinois
Registered Investment Advisory firm - (6/11/1991 Approved)
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Contact information


Main Address
2 Park Place, Swansea, IL 62226
Mailing Address
Phone number
(618) 234-2500
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts66
AUM (Assets Under Management)$ 15,500,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL & BUSINESS CONSULTANTS

CRD#: 123100Swansea, IL 62226

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