Paul 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.
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 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 Wealth Management LLC.
- – present · 11 yearsThe Colony, TX · Adviser representative · Firm CRD 173262
- Ruedi Wealth Management LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 159033
Investment adviser representative registrations
Paul Ruedi is registered as an investment adviser representative in Texas, since July 2015.
- TexasSince 16 July 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2015 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Ryan Ruedi
- CRD
- 5978662
- Firm
- Ruedi Wealth Management · CRD 173262
- Role
- Shareholder
- Office
- The Colony, TX
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Ruedi work?
Paul Ruedi has been Shareholder of Ruedi Wealth Management, Inc. since July 2017.
Is Paul Ruedi a financial advisor?
Yes. Paul Ruedi has a current investment-adviser registration in Texas, through Ruedi Wealth Management since July 2015.
How many years of experience does Paul Ruedi have?
Paul Ruedi has 12 years in the financial industry, since March 2014, across 2 adviser firms.
What exams has Paul Ruedi passed?
Paul Ruedi has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in September 2013. FINRA credited Paul Ruedi with the SIE, which began in October 2018.
Where did Paul Ruedi work before Ruedi Wealth Management?
Before Ruedi Wealth Management, Paul Ruedi was registered through Ruedi Wealth Management LLC (CRD 159033), January 2012 to May 2013.
Where is Paul Ruedi based?
Paul Ruedi’s registered office is in The Colony, TX.
Is Paul Ruedi registered with FINRA?
No. Paul Ruedi has no current broker registration.
How can I verify Paul Ruedi’s record?
Search CRD 5978662 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Ruedi’s full registration record.
