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David R
CFP®, Series 63, Series 65
Chicago, IL
IPI Wealth Management, Inc.
David Ruths Jr. is a CFP® professional with 25 years of experience, currently serving at IPI Wealth Management, Inc. in Chicago, IL. He has been with IPI Asset Management, Inc. and Investment Planners, Inc. since 2008. Outside of his advisory role, he is the owner and president of Stockbridge Financial LLC, a tax filing and preparation firm he founded in 1998, and has served as a Republican election judge for the Chicago Board of Elections. IPI Wealth Management serves a diverse client base including individual, charitable, corporate, and retirement plan clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure to support trade execution and performance reporting.
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