Connor Todd Ruth
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
12 years in the industry.
- Osaic Wealth, Inc.Jan 2026 to now
- Strategic Legacy AdvisorsJan 2026 to now
- Dew Wealth ManagementFeb 2024 to Oct 2025
- Osaic Wealth, Inc.Jan 2024 to Feb 2024
- Woodbury Financial Services IncAug 2022 to Jan 2024
- University of Nebraska-lincolnJun 2018 to Aug 2022
- Seward High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7617294
- Firm CRD
- 23131