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Chelsea Dawn Rude

Chelsea D. Rude

RUDE WEALTH ADVISORY
Olney, IL 62450
Some features on this profile are disabled
CRD#: 5880482
Chelsea Dawn Rude

Professional summary

Chelsea Dawn Rude, CFP®, who also goes by Chelsea Dawn Allard, is a registered financial advisor currently at RUDE WEALTH ADVISORY located in Olney, Illinois.

Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Chelsea has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Inheritance
Investment Planning
Social Security Planning
Tax Planning
Life Transitions
Socially Responsible Investing
Retirement Income Management
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Hourly
Investment Advice with Ongoing...
Middle Income Client Needs
Millennials
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Chelsea Dawn Allard

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.
Chelsea D Rude is currently employed as an Adjunct Instructor at Vincennes University. This activity accounts for approximately 5% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Dawn Rude's 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: 2014

Experience

Current

March 30, 2021 - Present

RUDE WEALTH ADVISORY

Office #1: 401 S Whittle Avenue, Olney, IL 62450
RIA
CRD#: 312865
Olney, IL
Past

January 8, 2015 - September 29, 2017

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
OLNEY, IL
Past

January 2, 2015 - September 29, 2017

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
Olney, IL
Past

March 5, 2012 - December 12, 2014

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
URBANA, IL

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
Illinois
(3/30/2021)
IAR
Texas
(10/18/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/17/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/29/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/2/2012
General Securities Representative Examination

Current Firm

RUDE WEALTH ADVISORY
RUDE WEALTH ADVISORY
RUDE WEALTH ADVISORY | RUDE WEALTH ADVISORY LLC

CRD#: 312865 / SEC#:

Illinois
Registered Investment Advisory firm - (3/30/2021 Approved)
Texas
Registered Investment Advisory firm - (10/14/2021 Conditional Restricted)
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Contact information

Main Address
401 S Whittle Avenue, Olney, IL 62450
Mailing Address
Phone number
(618) 280-0860
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts375
AUM (Assets Under Management)$ 42,886,398

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.

Company Information

RUDE WEALTH ADVISORY

RUDE WEALTH ADVISORY

CRD#: 312865Olney, IL 62450

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