Linda C. Rutledge

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CRD#: 4810277

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Linda Coy Rutledge, CFP®, who also goes by Linda Elizabeth Coy, was a registered financial professional .

Linda is a previously registered financial professional and started their career in finance in 2004. Linda had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Linda Elizabeth Coy

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.

UNIVERA / INVESTMENT RELATED - N / 9682 SW VENTURA CT, TIGARD OR/ 10/2011 / RECEIVE DISCOUNT PRICE FOR PRODUCTS / 1 HR / 0 HRS 06/2013-Present: 9755 SW Barnes Rd, Ste 610, Portland, OR; independent insurance agent for various independent insurance companies, Inv. related; 4hrs/wk - 0.5hrs during trading hours.

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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Past

June 21, 2013 - December 31, 2024

BLUE WATER WEALTH

RIA

CRD#: 164432

PORTLAND, OR

Past

June 18, 2013 - June 10, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PORTLAND, OR

Past

November 2, 2011 - June 20, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

LAKE OSWEGO, OR

Past

November 2, 2011 - June 20, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

LAKE OSWEGO, OR

Past

July 20, 2009 - November 7, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

LAKE OSWEGO, OR

Past

September 30, 2008 - July 13, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PORTLAND, OR

Past

July 30, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 30, 2004 - July 13, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PORTLAND, OR

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".

BLUE WATER WEALTH

BLUE WATER | BWW | BLUE WATER WEALTH, INC. | BLUE WATER WEALTH

CRD#: 164432 / SEC#: 801-112810

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

California

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/10/2018 Terminated)

Washington

Registered Investment Advisory firm - (4/18/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/12/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/2004

General Securities Representative Examination

Current Firm

BLUE WATER WEALTH

BLUE WATER | BWW | BLUE WATER WEALTH, INC. | BLUE WATER WEALTH

CRD#: 164432 / SEC#: 801-112810

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

California

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/10/2018 Terminated)

Washington

Registered Investment Advisory firm - (4/18/2018 Terminated)

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Contact information

Main Address

500 Sw 116th Avenue, Portland, OR 97225

Mailing Address

Phone number

(503) 296-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,078
AUM (Assets Under Management)	$ 384,236,117

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.

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Advisor Monitoring

Firm Stability Insights

Linda C. Rutledge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

MSI FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BLUE WATER WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/29/2004

Current Firm

BLUE WATER WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE WATER WEALTH

TRUST BUT VERIFY

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