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Craig C. Ruschmeyer

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CRD#: 1454967
CR

Professional summary


Craig Clifford Ruschmeyer was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Craig is a previously registered financial advisor and started their career in finance in 1986. Prior to being barred, Craig had worked at 5 firms, which includes FELTL ADVISORS, FELTL & COMPANY, WELLS FARGO CLEARING SERVICES LLC, A. G. EDWARDS & SONS INC., TITAN/VALUE EQUITIES GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 21, 2015 - October 6, 2015

FELTL ADVISORS

RIA
CRD#: 165244
MINNEAPOLIS, MN
Past

November 10, 2014 - October 9, 2015

FELTL & COMPANY

BD
CRD#: 6905
PLYMOUTH, MN
Past

January 21, 2014 - November 12, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MINNEAPOLIS, MN
Past

January 1, 2008 - November 12, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MINNEAPOLIS, MN
Past

November 4, 2002 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
MINNEAPOLIS, MN
Past

February 4, 1986 - October 17, 1988

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FELTL ADVISORS
FELTL ADVISORS | FELTL ADVISORS, LLC

CRD#: 165244 / SEC#: 801-77347

RIA
Registered Investment Advisory firm - (11/1/2012 Approved)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FA
FELTL ADVISORS
FELTL ADVISORS | FELTL ADVISORS, LLC

CRD#: 165244 / SEC#: 801-77347

RIA
Registered Investment Advisory firm - (11/1/2012 Approved)
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Contact information


Main Address
One Carlson Parkway North Suite 225, Plymouth, MN 55447
Mailing Address
Phone number
(612) 492-8800
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FELTL ADVISORS FIRM BROCHURE (3/24/2025)

Regulatory assets under management


Total Number of Accounts523
AUM (Assets Under Management)$ 132,417,421

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


FELTL ADVISORS

CRD#: 165244

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