Chad A. Rudy

RETIREMENT INVESTMENT ADVISORS

FRISCO, TX 75035

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CRD#: 5729928

Professional summary

Chad Allen Rudy, CFP® is a registered financial advisor currently at RETIREMENT INVESTMENT ADVISORS INC located in Frisco, Texas.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Chad has worked at 1 firm and has passed the Series 63 and Series 65 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Do you have an area of expertise or specialization?

College/Education Planning

Entrepreneurs

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

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.

I OWN A PRIVATE S-CORP NAMED CR SYSTEMS, INC. I HAVE 4 CLIETNS THAT I PROVIDE IT CONSULTING AND PROGRAMMING SERVICE FOR. ALL THE CLIENTS ARE SMALL PRIVATE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Allen Rudy'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

Start date: 2012

Experience

Current

November 5, 2009 - Present

RETIREMENT INVESTMENT ADVISORS INC

Office #1: 9300 John Hickman Pkwy Suite 504, Frisco, TX 75035

RIA

CRD#: 106316

FRISCO, TX

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".

RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC | RETIREMENT INVESTMENT ADVISOS INC

CRD#: 106316 / SEC#: 801-43702

RIA

Registered Investment Advisory firm - (4/13/1993 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

Oklahoma
(11/5/2009)

IAR

Texas
(1/12/2010)

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

Series 63

Date: 1/16/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/16/2008

Uniform Investment Adviser Law Examination

Current Firm

RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC | RETIREMENT INVESTMENT ADVISOS INC

CRD#: 106316 / SEC#: 801-43702

RIA

Registered Investment Advisory firm - (4/13/1993 Approved)

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Contact information

Main Address

2925 United Founders Blvd, Oklahoma City, OK 73112

Mailing Address

Phone number

(405) 842-3443

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RETIREMENT INVESTMENT ADVISORS, INC. ADV PART 2A 11262025 (11/26/2025)

Regulatory assets under management

Total Number of Accounts	1,381
AUM (Assets Under Management)	$ 1,268,287,388

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.

Contact information

(xxx) xxx-xxxx

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Chad A. Rudy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Allen Rudy's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT INVESTMENT ADVISORS INC

Primary Firm SEC Registration

RETIREMENT INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/16/2009

Series 65

Date: 12/16/2008

Current Firm

RETIREMENT INVESTMENT ADVISORS INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT INVESTMENT ADVISORS INC

TRUST BUT VERIFY

Contact information

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