William Thomas Rutledge
Professional Summary
William Thomas Rutledge, who also goes by Bill Rutledge, Will Rutledge, is a registered financial advisor currently at TRUSTAGE INVESTMENT MANAGEMENT located in Shell Rock, Iowa and CUNA BROKERAGE SERVICES, INC. located in Shell Rock, Iowa. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. William has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Rutledge, Will Rutledge
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT
Contact Information
Main Address
5910 Mineral Point Rd, Madison, WI 53705Phone Number
(608) 238-5851# of Employees
62SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
349AUM (Assets Under Management)
$39,459,580,809Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT
State Registrations and Notice Filings
(5/17/2002)
(4/21/2023)
(3/17/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1998About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view William Thomas Rutledge's CRS (Customer Relationship Summary).
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