Advisors at this firm
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 CFP® with eight years of industry experience, currently serving as a financial advisor at Ruedi Wealth Management, Inc. in Champaign, IL, where he has worked since 2017. Prior to joining Ruedi, he spent nine years at MSDSonline. 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, focusing on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, and employs the Pontera platform for oversight of held-away accounts while avoiding custody.
Daniel R
CFP®, Series 65
Johns Island, SC
Ruedi Wealth Management, Inc.
Daniel Ruedi is a CFP® professional with nine years of industry experience, currently serving at Ruedi Wealth Management, Inc. since 2015. He is based in Johns Island, SC, and holds a Series 65 license. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $432 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations, emphasizing diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs.
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.
Paul R
CFP®, Series 65
The Colony, TX
Ruedi Wealth Management, Inc.
Paul Ruedi is a CFP® with 12 years of industry experience and is the principal advisor at Ruedi Wealth Management, Inc., where he has worked since 2015. He holds a Series 65 license and is based in The Colony, TX. Outside of his advisory role, he manages a short-term rental property in Galveston, TX. Ruedi Wealth Management, Inc. is an SEC-registered 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 focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, with an emphasis on asset allocation, periodic rebalancing, and tax-sensitive trading.
