Daniel Paul Ruedi
Investment adviser representative at Ruedi Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$498MFirm assets
Are you Daniel Paul Ruedi? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Ruedi Wealth Management, Inc.Jun 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (SC).
Ruedi Wealth Management, Inc.
$498MAssets managed
469Clients
5Advisers
11 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
- 6723884
- Firm CRD
- 173262