John S. Rudi

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

MINNEAPOLIS, MN 55402

Some features on this profile are disabled

CRD#: 5210531

Professional summary

John Stewart Rudi, CFP®, who also goes by John Rudi, is a registered financial advisor currently at PARR MCKNIGHT WEALTH MANAGEMENT GROUP located in Minneapolis, Minnesota.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Rudi

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.

CO-TRUSTEE FOR PARR MCKNIGHT WEALTH MANAGEMENT GROUP 401K FBO SELF AND ASSOCIATES; INV. RELATED; MINNEAPOLIS, MN; START 3/8/2018, CO-TRUSTEE FOR FINET PRACTICE 401K. STEAMBOAT CONSULTING CORP., INV RELATED, PLYMOUTH, MN, 100% OWNERSHIP, START 1/1/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. PARR MCKNIGHT WEALTH MANAGEMENT GROUP LLC, MINNEAPOLIS, MN, 10% OWNERSHIP, START 1/1/2018, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR PARR MCKNIGHT WEALTH MANAGEMENT GROUP 401K, INV RELATED, MINNEAPOLIS, MN, START: 1/1/2018, 160 HRS/MONTH, 160 HRS DURING TRADING, FINET PRACTICE 401K. PARR MCKNIGHT WEALTH MANAGEMENT LLC, INV RELATED, MINNEAPOLIS, MN, 25% OWNERSHIP, START 1/15/2024, 200 HOURS PER MONTH, 130 HOURS DURING TRADING, RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stewart Rudi's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

August 12, 2024 - Present

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Office #1: 333 S 7th Street, Suite 2370, Minneapolis, MN 55402

RIA

CRD#: 330050

MINNEAPOLIS, MN

Past

January 5, 2018 - August 16, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

MINNEAPOLIS, MN

Past

January 5, 2018 - August 16, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

MINNEAPOLIS, MN

Past

April 27, 2009 - January 5, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MINNEAPOLIS, MN

Past

March 24, 2009 - January 5, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MINNEAPOLIS, MN

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".

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA

Registered Investment Advisory firm - (5/30/2024 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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(8/12/2024)

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: 4/7/2009

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: 3/23/2009

General Securities Representative Examination

Current Firm

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA

Registered Investment Advisory firm - (5/30/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

333 S 7th Street, Suite 2370, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 324-0235

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PMWMG ADV PART 2A 03-12-2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,711
AUM (Assets Under Management)	$ 952,370,875

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.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John S. Rudi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stewart Rudi's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 4/7/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/23/2009

Current Firm

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

Similar Advisors