Justin Ruttke
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83702
Credentials
Series 63, Series 65
Industry experience
5 years
Justin Ruttke is a Financial Advisor at Merrill Lynch Wealth Management with over seven years of experience in wealth management. He specializes in helping clients develop tailored financial strategies that align with their unique goals, including education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income.
Justin holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Arizona State University. His approach focuses on building long-term, trusting relationships and providing clarity and thoughtful insights to help clients navigate complex financial decisions.
Outside of his professional work, Justin enjoys football, golfing, hunting, music, skiing, and spending time with his family.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
225 N 9 Th St
Boise, ID 83702
Idaho · Texas
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2024 - Present (2 years)
The First Furlong
2022 - Present (4 years)
Meredith & Ruttke
2020 - 2022 (2 years)
Charles O. Gillespie DBA Litton Financial Services
2019 - 2019 (1 year)
Castle Coast Wealth, LLC (fka Litton Financial, LLC)
2018 - 2024 (6 years)
William Litton DBA Litton Financial
2018 - 2018 (1 year)
LPL Financial
2018 - 2018 (1 year)
Evo
2018 - 2018 (1 year)
Consolidated Supply Co
2017 - 2018 (1 year)
Merrill Lynch Wealth Management
2017 - 2017 (1 year)
Herb Box
2017 - 2017 (1 year)
Consolidated Supply Co
2016 - 2016 (1 year)
Arizona State University
2014 - 2018 (4 years)
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Bank
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Trust company
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Real estate agent
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Is not active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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