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Suzanne Lynne Rutledge

Advisor at Edward Jones — Pontiac, IL

Updated today

Credentials

Series 66

Experience

2 years

Location

Pontiac, IL 61764

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Suzanne Rutledge is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to her current role, she worked in retail and service positions including as a cosmetologist at Studio 724 and as a bartender and host at Kick's 66 Liquors and More. She has additionally held long-term independent contracting roles since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Pontiac, IL

905 W Custer Ave

Pontiac IL 61764

Advisors at this office

3

Most active in

Illinois · Texas

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St Louis, MO

Kick's 66 Liquors and More

2021 - 2023 • 2 years

Pontiac, IL

Edward Jones

2021 - 2024 • 3 years

Pontiac, IL

Hustedt Jewelers

2019 - 2020 • 1 year

Bloomington, IL

Studio 724

2017 - 2021 • 4 years

Pontiac, IL

Joan Bullard Realty

2016 - 2021 • 5 years

Odell, IL

Independent Contractor/Self

1994 - 2022 • 28 years

Pontiac, IL

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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Molly G

ChFC®, Series 63

Pontiac, IL

Trader Wealth Management, LLC

Molly Gadbury is a financial advisor at Trader Wealth Management, LLC with the ChFC® designation and three years of industry experience. Her prior roles include positions at COUNTRY Financial and State Farm Insurance. Trader Wealth Management provides personalized financial planning and investment management primarily to individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic and tactical asset allocation approach with global diversification and uses Riskalyze to assess client risk tolerance.

Options & derivatives strategies Tax-loss harvesting General tax planning Cash flow / budgeting Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Edna S

CFP®, Series 63, Series 65

Fairbury, IL

Commonwealth Financial Network

Edna Steidinger is a CFP® with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and The Financial Center, Inc. of Illinois since 2004. She holds Series 63 and Series 65 licenses and is based in Fairbury, IL. Outside of her advisory work, she is an associate with LegalShield, offering pre-paid legal services and identity theft solutions. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Margaret S

Series 63, Series 65

Fairbury, IL

Commonwealth Financial Network

Margaret Steidinger is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Commonwealth since 2011 and has an additional affiliation with Financial Center, Inc. outside of her advisory role. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, offering both discretionary model portfolios and customizable program options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Thomas N

Series 66

Pontiac, IL

Edward Jones

Thomas Nelson is a financial advisor at Edward Jones in Pontiac, IL, holding a Series 66 designation. He joined Edward Jones in 2026 after four years at State Farm and has no prior industry experience before 2021. Nelson's background includes completing his education at Illinois Wesleyan University and attending Central Catholic High School. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Mark S

Series 63, Series 66

Pontiac, IL

Edward Jones

Mark Spafford is a financial advisor with Edward Jones in Pontiac, Illinois, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Spafford serves as trustee for an irrevocable farming trust and owns a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Gregory J

Series 66

Fairbury, IL

Cetera

Gregory Jones is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Advisors from 1998 to 2021 and has been with Cetera since 2021. He also has concurrent experience with Bank of Pontiac. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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