Daniel Ruedi has been Shareholder of Ruedi Wealth Management since July 2017, is not listed as a control person, but directly owns between 10% and 25% of the firm. Daniel Ruedi studied at Auburn University.
Ruedi Wealth Management, Inc. is a Champaign, IL firm with $498M under management, 469 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Daniel Ruedi is Financial Advisor of Ruedi Wealth Management. He started in that role at the firm almost immediately after graduating in 2015, and works with clients to build financial plans designed to achieve their retirement goals.
- – present · 9 yearsJohns Island, SC · Adviser representative · Firm CRD 173262
Professional designations
Listed by Ruedi Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Daniel Ruedi is registered as an investment adviser representative in South Carolina, since August 2020.
- South CarolinaSince 18 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Paul Ruedi
- CRD
- 6723884
- Firm
- Ruedi Wealth Management · CRD 173262
- Role
- Shareholder
- Office
- Johns Island, SC
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ruediwealth.com
Where does Daniel Ruedi work?
Daniel Ruedi has been Shareholder of Ruedi Wealth Management, Inc. since July 2017.
Is Daniel Ruedi a financial advisor?
Yes. Daniel Ruedi has a current investment-adviser registration in South Carolina, through Ruedi Wealth Management since November 2016.
How many years of experience does Daniel Ruedi have?
Daniel Ruedi has 9 years in the financial industry, since November 2016, across 1 adviser firm.
What exams has Daniel Ruedi passed?
Daniel Ruedi passed the Series 65 in November 2016.
Where is Daniel Ruedi based?
Daniel Ruedi’s registered office is in Johns Island, SC.
Is Daniel Ruedi registered with FINRA?
No. Daniel Ruedi has no current broker registration.
Is Daniel Ruedi a CFP?
Ruedi Wealth Management lists Daniel Ruedi with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Ruedi’s record?
Search CRD 6723884 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Ruedi’s full registration record.
