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Peter Canisius Ruh

Investment adviser representative at Secure Asset Management, L.L.C.
18 yearsExperience
1 stateRegistered in
$870.6MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Aurora Securities Inc.Sep 2024 to now
  2. Secure Asset Management, L.L.C.Mar 2024 to now
  3. Secure Investors GroupMar 2024 to now
  4. Rfg Advisory, LLCOct 2021 to Apr 2024
  5. Wells Fargo Clearing Services, LLCNov 2016 to Oct 2021
  6. Wells Fargo Advisors LLCJun 2008 to Oct 2021

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CO).

Secure Asset Management, L.L.C.

$870.6MAssets managed
2,877Clients
55Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4494221
Firm CRD
144046
Advisor's SEC record (opens in a new tab)
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