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Darin Stadler Ruttenberg

Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Osaic Wealth, Inc.Jan 2024 to now
  2. Woodbury Financial Services IncMar 2023 to Jan 2024
  3. LPL Financial LLCJan 2020 to Mar 2023
  4. United Community BankJan 2020 to Mar 2023
  5. Cuna Brokerage Services, Inc.May 2016 to Jan 2020
  6. Suncoast Credit UnionMay 2016 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 3 states (FL, GA, TX).

Osaic Wealth, Inc.

$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
5312196
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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