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Gage Michael Ruddy

Advisor at LPL Financial — Chesaning, MI

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Chesaning, MI 48616

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,480 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Gage Ruddy is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. His work history includes roles at MMB Advisors and LPL Financial, as well as experience affiliated with Central Michigan University and Wheeler Trucking, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various strategies and technology tools to support its network of over 22,800 advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Chesaning, MI

115 W. Broad St

Chesaning MI 48616

Advisors at this office

8

Most active in

Michigan

Work history

< 1 year of industry experience

MMB Advisors

2023 - Present • 3 years

Chesaning, MI

LPL Financial

2023 - Present • 3 years

Chesaning, MI

Central Michigan University

2022 - 2025 • 3 years

Mount Pleasant, MI

Wheeler Trucking, Inc.

2021 - 2024 • 3 years

Flushing, MI

Delta College

2021 - 2023 • 2 years

University Center, MI

Deisler Electric Inc

2020 - 2020 • 1 year

Durand, MI

Michigan State University

2019 - 2020 • 1 year

East Lansing, MI

Meyer Electric, Inc.

2019 - 2019 • 1 year

Owosso, MI

Unemployed

2015 - 2019 • 4 years

Chesaning, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused
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Liu L

Series 63, Series 65

Bridgeport, MI

Transamerica Financial Advisors

Liu Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Liu is also president of Synergy CPA Tax & Financial Services LLC, where they provide tax preparation, accounting, and consulting services. Their prior work includes 12 years at the State of Michigan and ongoing roles with WFGIA and Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Biju N

Series 63, Series 65

Bridgeport, MI

Transamerica Financial Advisors

Biju Nochiyil is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has one year of industry experience and concurrently works with healthcare organizations including Tone Home Health, Trinity Health, Corewell Health, and World Financial Group Insurance Agency. Beyond his advisory role, he has experience in the healthcare sector spanning multiple employers over the last several years. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, delivering tailored investment solutions with both discretionary and non-discretionary options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Shanda B

Series 63, Series 65

Chesaning, MI

Transamerica Retirement Advisors, LLC

Shanda Butcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to deliver personalized portfolio guidance, focusing primarily on non-discretionary assets across a large client base.

General retirement planning Retirement income strategy Income planning
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David W

Series 63, Series 65

Bridgeport, MI

Transamerica Financial Advisors

David Winn is a financial advisor with Transamerica Financial Advisors in Bridgeport, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and was previously with BNI from 2017 to 2021. Winn also operates Winn Financial Services, where he provides accounting, bookkeeping, and tax preparation services for individuals and small businesses. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Jacob A

Series 66

Bridgeport, MI

Transamerica Financial Advisors

Jacob Arnold is a financial advisor with Transamerica Financial Advisors, holding a Series 66 credential and bringing one year of industry experience. His background includes roles at Marshalls, World Financial Group Insurance Agency, Colonial Life, and Equitable Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring fee-based wrap programs, model portfolios, and access to third-party money managers.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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