Paul Ruedi has been President, CEO of Ruedi Wealth Management since September 2014, is a control person of the firm and directly owns between 50% and 75% of it.
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.
Paul A. Ruedi is CEO of Ruedi Wealth Management, which he founded in 2014. He has served people in the Champaign area as a financial advisor and financial planner for over 33 years. He has hosted the "On the Money" radio show since 1990.
Paul Ruedi’s longest registration is the current one, 11 years at Ruedi Wealth Management since 2015. Before joining Ruedi Wealth Management in 2015, Paul Ruedi was registered through Ruedi Holder & Associates, Inc.
- – present · 11 yearsChampaign, IL · Adviser representative · Firm CRD 173262
- Ruedi Holder & Associates, Inc.– · 5 yearsChampaign, IL · Adviser representative · Firm CRD 150053
Investment adviser representative registrations
Paul Ruedi is registered as an investment adviser representative in Illinois, since September 2015.
- IllinoisSince 29 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 October 2010 |
| Series 24 | General Securities Principal Examination | 4 June 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 August 1985 |
| Series 7 | General Securities Representative Examination | 15 September 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Arthur Ruedi
- CRD
- 1301608
- Firm
- Ruedi Wealth Management · CRD 173262
- Role
- President, CEO
- Office
- 2502 GALEN DRIVE, SUITE 102, Champaign, IL 61821
- Registration
- Investment adviser registration
- In the industry since
- January 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ruediwealth.com
Where does Paul Ruedi work?
Paul Ruedi has been President, CEO of Ruedi Wealth Management, Inc. since September 2014, and is a control person of the firm.
Is Paul Ruedi a financial advisor?
Yes. Paul Ruedi has a current investment-adviser registration in Illinois, through Ruedi Wealth Management since September 2015.
How many years of experience does Paul Ruedi have?
Paul Ruedi has 29 years in the financial industry, since January 1997, across 2 adviser firms.
What exams has Paul Ruedi passed?
Paul Ruedi has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in September 1984.
Where did Paul Ruedi work before Ruedi Wealth Management?
Before Ruedi Wealth Management, Paul Ruedi was registered through Ruedi Holder & Associates, Inc., August 2009 to December 2014.
Where is Paul Ruedi based?
Paul Ruedi’s registered office is in Champaign, IL.
Is Paul Ruedi registered with FINRA?
No. Paul Ruedi has no current broker registration.
How can I verify Paul Ruedi’s record?
Search CRD 1301608 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Ruedi’s full registration record.
