David Ruedi has been Executive Vice President/ Shareholder of Ruedi Wealth Management since July 2017, is a control person of the firm and directly owns between 10% and 25% of it. David Ruedi studied at Miami 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.
David Ruedi is Vice President and Financial Advisor of Ruedi Wealth Management. He started in the financial advisor services department at Dimensional Fund Advisors in Austin, Texas, and joined Ruedi Wealth in 2014. As Vice President he oversees the operations of Ruedi Wealth.
- – present · 11 yearsChampaign, IL · 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
David Ruedi is registered as an investment adviser representative in Illinois, since March 2015.
- IllinoisSince 2 March 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2015 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 16 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- David William Ruedi
- CRD
- 6245920
- Firm
- Ruedi Wealth Management · CRD 173262
- Role
- Executive Vice President/ Shareholder
- Office
- 2502 GALEN DRIVE, SUITE 102, Champaign, IL 61821
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ruediwealth.com
Where does David Ruedi work?
David Ruedi has been Executive Vice President/ Shareholder of Ruedi Wealth Management, Inc. since July 2017, and is a control person of the firm.
Is David Ruedi a financial advisor?
Yes. David Ruedi has a current investment-adviser registration in Illinois, through Ruedi Wealth Management since March 2015.
How many years of experience does David Ruedi have?
David Ruedi has 11 years in the financial industry, since March 2015, across 1 adviser firm.
What exams has David Ruedi passed?
David Ruedi has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in September 2013. FINRA credited David Ruedi with the SIE, which began in October 2018.
Where is David Ruedi based?
David Ruedi’s registered office is in Champaign, IL.
Is David Ruedi registered with FINRA?
No. David Ruedi has no current broker registration.
Is David Ruedi a CFP?
Ruedi Wealth Management lists David Ruedi with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Ruedi’s record?
Search CRD 6245920 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Ruedi’s full registration record.
