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Suzanne Rutledge

Advisor at Edward Jones

Updated today

Location

Pontiac, IL 61764

Credentials

Series 66

Industry experience

1 year

About

Suzanne Rutledge is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to her current role, she worked at Edward Jones in various capacities and has experience as a cosmetologist at Studio 724 as well as in hospitality as a bartender and host. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products through a nationwide network of financial advisors.

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

905 W Custer Ave

Pontiac, IL 61764

Most active in

Illinois · Texas

Work history

Edward Jones

2024 - Present (2 years)

Kick's 66 Liquors and More

2021 - 2023 (2 years)

Edward Jones

2021 - 2024 (3 years)

Hustedt Jewelers

2019 - 2020 (1 year)

Studio 724

2017 - 2021 (4 years)

Joan Bullard Realty

2016 - 2021 (5 years)

Independent Contractor/Self

1994 - 2022 (28 years)

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 two years of industry experience. She has held roles at COUNTRY Financial, COUNTRY Trust Bank, and State Farm Insurance prior to joining Trader Wealth Management. Trader Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines strategic and tactical asset allocation with global diversification and employs various investment strategies tailored to client risk profiles, managing approximately $103.4 million in assets.

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

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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 bringing three years of industry experience. He previously worked at Wells Fargo Advisors for 23 years before joining Cetera and Bank of Pontiac. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of investment management and fiduciary services supported by both advisor-managed accounts and firm-sponsored model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Thomas C

Series 63, Series 65, Series 66

Pontiac, IL

Edward Jones

Thomas Corcoran is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and 39 years of industry experience. Prior to joining Edward Jones, he worked at Securities America, Inc. for 12 years and OSAIC for one year. Outside of his advisory role, he manages property ownership responsibilities in Pontiac, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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