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RR

Rusty Michael Rutledge

CFP®

VANGUARD ADVISERS

PLANO, TX

·CRD# 4356341·25 years experience

Professional Summary

Rusty Michael Rutledge, CFP®, who also goes by Rusty M Rutledge, Rusty Rutledge, is a registered financial advisor currently at VANGUARD ADVISERS, INC. located in Plano, Texas and VANGUARD MARKETING CORPORATION located in Plano, Texas. Rusty is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Rusty has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rusty M Rutledge, Rusty Rutledge

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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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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Credentials

CFP®

Certified Financial PlannerSince 2001

Years of Experience

25 years in the financial services industry

Current & Past Employments

VANGUARD ADVISERS, INC.·CRD# 106715

RIA

7900 Windrose Avenue, Plano, TX 75024

August 26, 2025 - Present

VANGUARD MARKETING CORPORATION·CRD# 7452

BD

7900 Windrose Ave, Plano, TX 75024

August 7, 2025 - Present

BRAZOS SECURITIES, INC.·CRD# 21624

RIA

Dallas, TX

October 2, 2008 - October 24, 2011

ETEXFINANCIAL, INC.·CRD# 142696

RIA

El Prado, NM

April 9, 2007 - July 1, 2025

BRAZOS SECURITIES, INC.·CRD# 21624

BD

Dallas, TX

April 10, 2006 - October 24, 2011

MML INVESTORS SERVICES, LLC·CRD# 10409

RIA

Mt Vernon, TX

March 11, 2005 - April 17, 2006

MML INVESTORS SERVICES, LLC·CRD# 10409

BD

Springfield, MA

March 11, 2005 - April 17, 2006

OSAIC FA, INC.·CRD# 3978

RIA

Mt Vernon, TX

November 22, 2002 - January 10, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580

BD

Fort Wayne, IN

November 11, 2002 - January 10, 2005

OSAIC FA, INC.·CRD# 3978

BD

Fort Wayne, IN

November 11, 2002 - January 10, 2005

ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272

BD

Lincoln, NE

April 20, 2001 - June 19, 2002

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Current Firm

VA

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - SEC (7/28/1995 Approved)

Contact Information

Main Address

100 Vanguard Blvd, Malvern, PA 19355

Phone Number

(610) 669-1000

# of Employees

2,208

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VANGUARD DIGITAL ADVISOR AND VANGUARD PERSONAL ADVISOR (9/24/2026)

VANGUARD MANAGED ACCOUNT PROGRAM AND PERSONAL ONLINE ADVISOR (3/30/2026)

VANGUARD SITUATIONAL ADVISOR BROCHURE (3/30/2026)

VANGUARD MODEL PORTFOLIOS (3/30/2026)

STABLE VALUE (3/30/2026)

VANGUARD PERSONAL ADVISOR SELECT (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

791,528

AUM (Assets Under Management)

$344,619,578,214

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
10/23/2024	Cover Page	Report

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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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: ETEXINSURANCE SERVICES, INC. INVESTMENT-RELATED ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: INSURANCE AGENCY POSITION: OWNER START DATE: 01/2009 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CLOSING CORPORATION, SOLD BUSINESS 01/2023 NAME OF BUSINESS: BIRARA LLC NON-INVESTMENT-RELATED ADDRESS: MERIDA, YUCATAN NATURE OF BUSINESS: PROPERTY OWNERSHIP POSITION: OWNER START DATE: 04/2024 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: LLC HOLDS BEACH HOUSE PROPERTY IN MEXICO BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: MCKINNEY, TX NATURE OF BUSINESS: SALES POSITION: AFFILIATE� START DATE: 02/2022 APPROXIMATE HOURS/MONTH: 1 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: SALES NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: HEALTH & HMO TEXAS INSURANCE POSITION: N/A START DATE: 05/1994 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY NAME OF BUSINESS: INSURANCE LICENSE INVESTMENT-RELATED ADDRESS: MOUNT VERNON, TX NATURE OF BUSINESS: TEXAS PROPERTY AND CAUSALTY INSURANCE POSITION: N/A START DATE: 11/1996 APPROXIMATE HOURS/MONTH: 0 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MAINTAIN LICENSE ONLY

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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".

VA

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS INC | VPAS VPFP VFS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS VANGUARD NAVIGATOR PLUS | VPAS VPFP VFS AMTS | VANGUARD ADVISERS, INC.

CRD#: 106715 / SEC#: 801-49601

RIA

Registered Investment Advisory firm - SEC (7/28/1995 Approved)

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Texas
(8/26/2025)

IAR

Texas
(8/26/2025)

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 63 — Uniform Securities Agent State Law Examination

Passed Aug 2025About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2025About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2002About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2001About the Series 6 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Rusty Michael Rutledge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RR

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