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JR

John A Rundle

AMERITIME
OLATHE, KS
·CRD# 6607207·10 years experience

Professional Summary

John A Rundle, who also goes by John Rundle, is a registered financial advisor currently at AMERITIME, LLC located in Olathe, Kansas. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. John has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Rundle

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

AMERITIME, LLC·CRD# 147416
RIA
13095 South Mur-len Road Suite 100, Olathe, KS 66062
December 21, 2017 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Olathe, KS
March 7, 2024 - October 7, 2026
LPL FINANCIAL LLC·CRD# 6413
BD
Olathe, KS
March 7, 2024 - October 7, 2026
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
Olathe, KS
July 17, 2017 - March 14, 2024
SECURITIES AMERICA, INC.·CRD# 10205
BD
Olathe, KS
July 17, 2017 - March 14, 2024
NATIONAL PLANNING CORPORATION·CRD# 29604
RIA
Olathe, KS
June 8, 2017 - July 19, 2017
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Olathe, KS
March 16, 2016 - July 19, 2017

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Current Firm

AL
AMERITIME, LLC

AMERITIME, LLC | COMPASS FINANCIAL RESOURCES, LLC

CRD#: 147416
Kansas
Registered Investment Advisory firm - Kansas (9/16/2008 Approved)
Nebraska
Registered Investment Advisory firm - Nebraska (6/5/2013 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).

Contact Information

Main Address

13095 South Mur-len Road Suite 100, Olathe, KS 66062

Phone Number

(913) 747-2000

# of Employees

13

Documents

Latest Form ADV

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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.

1- 02/2024 / Compass Financial Resources / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s). 2- 02/2024 / Financial Markets, Inc. / Non-Variable Insurance / Investment Related / 12 hrs mth / Start date: 05/01/2017 3- 02/2024 / Kansas State Department of Education / Outside/W-2 Employment / 2 hrs mth / 0 hrs during trading / Start date: 08/01/2016 4- 05/2023 / Ameritime LLC / Inv Related / At Reported Business Location(s) / Registered Investment Advisor / IAR / Started: 7/1/2016 / 18 Hrs/Mo During Trading / I provide financial planning and consulting services through Ameritime, LLC, an independent investment advisor firm. I started this business activity in 07/2016. I expect to spend approximately 18 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

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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.
IAR
Kansas
(12/21/2017)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2016About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2016About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John A Rundle's CRS (Customer Relationship Summary).

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