Richard Runestad, financial advisor Leo IN

Richard Runestad

CRD Number: 4003619
Current Firm: Ae Wealth Management, LLC

Richard Runestad (CRD# 4003619) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Leo, IN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Partners Federal Credit Union Woodburn, IN Jun 2020 - Current 3
Ae Wealth Management, LLC Topeka, KS Jan 2020 - Current 4
Runestad Financial Ft. Wayne, IN May 2000 - Current 23
Corecap Advisors Southfield, MI Jul 2015 - Jan 2020 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Richard L. Runestad
Phone Number: 866-363-9595
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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