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Paul R
Series 63, Series 65
Champaign, IL
Ruedi Wealth Management, Inc.
Paul Ruedi is a financial advisor at Ruedi Wealth Management, Inc. in Champaign, Illinois, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ruedi Wealth Management since 2014. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and constructs diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs, while employing tax-sensitive strategies and utilizing the Pontera platform for held-away accounts.
Ryan R
CFP®, Series 65
Champaign, IL
Ruedi Wealth Management, Inc.
Ryan Repko is a financial advisor at Ruedi Wealth Management, Inc. in Champaign, IL, holding CFP® and Series 65 credentials with nine years of industry experience. He has been with Ruedi Wealth Management since 2017 and previously worked at MSDSonline for nine years. Ruedi Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, and corporations, typically working with clients at or above $1 million. The firm employs a buy-and-hold investment strategy using primarily passively managed mutual funds and ETFs, incorporates professional judgment alongside model outputs, and offers discretionary portfolio management and financial planning services.
David R
CFP®, Series 65
Champaign, IL
Ruedi Wealth Management, Inc.
David Ruedi is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Ruedi Wealth Management, Inc. since 2014, where he serves as part of a five-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and corporations. Ruedi Wealth Management, Inc. manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs. The firm is noted for its use of the Pontera platform to manage held-away plan participant accounts while avoiding custody and offers financial planning at no additional cost in most cases.
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