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DR

Donald R. Rudy

LAKELINE FINANCIAL
CEDAR PARK, TX
Some features on this profile are disabled
CRD#: 7649529
DR

Professional summary

Donald Richard Rudy III, who also goes by Don Rudy, Donald Richard Rudy, is a registered financial advisor currently at LAKELINE FINANCIAL located in Cedar Park, Texas.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Donald has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Don Rudy | Donald Richard Rudy

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Richard Rudy III'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®
None

Experience

Current

April 22, 2026 - Present

LAKELINE FINANCIAL

RIA
CRD#: 339602
CEDAR PARK, TX
Past

October 9, 2023 - August 7, 2025

MOMENTUM PRIVATE WEALTH MANAGEMENT

RIA
CRD#: 305502
CEDAR PARK, TX

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
(4/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/9/2023
Uniform Investment Adviser Law Examination

Current Firm

LF
LAKELINE FINANCIAL
LAKELINE FINANCIAL | LAKELINE FINANCIAL LLC

CRD#: 339602 / SEC#:

Texas
Registered Investment Advisory firm - (4/22/2026 Approved)
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Contact information

Main Address
Cedar Park, TX
Mailing Address
Phone number
(512) 226-3633
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

LAKELINE FINANCIAL

CRD#: 339602Cedar Park, TX

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