Paul R. Ruedi

RUEDI WEALTH MANAGEMENT

The Colony, TX

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CRD#: 5978662

Professional summary

Paul Ryan Ruedi, CFP® is a registered financial advisor currently at RUEDI WEALTH MANAGEMENT, INC. located in The Colony, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Paul has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

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.

Owns property that is rented out - 17603 Termini San Luis Pass, Galveston, TX 77554; Not investment-related; Short-term rentals; Owner; No title, just owner; Relationship started 2/28/22; Around 20hrs per month; 5hrs per month during trading hours; Uses a property manager (Vacasa) to manage the day-to-day rental operations and they do the lion's share of the work. Decisions about big ticket maintenance items fall to him, and he occasionally goes there personally just to check on things and do small repairs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Ryan Ruedi'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: 2016

Experience

Current

July 16, 2015 - Present

RUEDI WEALTH MANAGEMENT, INC.

RIA

CRD#: 173262

The Colony, TX

Past

September 24, 2013 - March 2, 2015

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Past

January 3, 2012 - May 3, 2013

RUEDI WEALTH MANAGEMENT LLC

RIA

CRD#: 159033

CHICAGO, IL

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".

RUEDI WEALTH MANAGEMENT, INC.

CRD#: 173262 / SEC#: 801-80415

RIA

Registered Investment Advisory firm - (10/24/2014 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

Texas
(7/16/2015)

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 65

Date: 7/16/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/23/2013

General Securities Representative Examination

Current Firm

RUEDI WEALTH MANAGEMENT, INC.

CRD#: 173262 / SEC#: 801-80415

RIA

Registered Investment Advisory firm - (10/24/2014 Approved)

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Contact information

Main Address

2502 Galen Drive Suite 102, Champaign, IL 61821

Mailing Address

Phone number

(217) 356-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RUEDI WEALTH MANAGEMENT BROCHURE 11-1-2022 (6/6/2025)

Regulatory assets under management

Total Number of Accounts	1,255
AUM (Assets Under Management)	$ 432,013,165

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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Paul R. Ruedi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Ryan Ruedi's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUEDI WEALTH MANAGEMENT, INC.

DFA SECURITIES LLC

RUEDI WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

RUEDI WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/2015

SIE

Date: 3/2/2015

Series 7

Date: 9/23/2013

Current Firm

RUEDI WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RUEDI WEALTH MANAGEMENT, INC.

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