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Detailed Report
PAUL ARTHUR RUEDI
CRD#: 1301608
IA
Investment Adviser
B
Previous Broker
RUEDI WEALTH MANAGEMENT, INC.CRD#: 173262 2502 GALEN DRIVE
SUITE 102
CHAMPAIGN, IL 61821
Registration History
198519901995200020052010201520202025IARUEDI WEALTH MANAGEMENT, INC. (CRD# 173262)2015 - Present (9 years)BCOLLEGIATE CAPITAL GROUP, INC. (CRD# 18265)1986 - 1998 (11 years)BNEL EQUITY SERVICES CORPORATION (CRD# 615)1985 - 1986 (1 year)BIDS MARKETING CORPORATION (CRD# 6363)1984 - 1985 (<1 year)IARUEDI HOLDER & ASSOCIATES, INC. (CRD# 150053)2009 - 2014 (5 years)
Disclosure(s)
View By:
1/29/1990
Regulatory
Final
License(s)

State Registrations

IA
Illinois 9/29/2015
Current Registration(s)
IA
RUEDI WEALTH MANAGEMENT, INC. (CRD#:173262)
2502 GALEN DRIVE SUITE 102, CHAMPAIGN, IL 61821
Registered with this firm since 9/29/2015
Previous Registration(s)
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IA
 08/12/2009 - 12/31/2014 RUEDI HOLDER & ASSOCIATES, INC. (CRD#:150053) CHAMPAIGN, IL
B
 12/18/1986 - 04/27/1998 COLLEGIATE CAPITAL GROUP, INC. (CRD#:18265) CHAMPAIGN, IL
B
 05/09/1985 - 09/26/1986 NEL EQUITY SERVICES CORPORATION (CRD#:615)
B
 09/24/1984 - 04/12/1985 IDS MARKETING CORPORATION (CRD#:6363)
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.