Timothy Rueter
CRD Number: 4470049
Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Timothy Rueter (CRD# 4470049) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wheaton, IL and has over 17 years of experience in the finance industry. He holds the CFP® and ChFC® designations, has assets of more than $100 million under management, and primary works as a fee-based planner. He services the soon-to-retire and already-retired segments of the market, primarily helping executives, business owners, entrepreneurs, and professionals in healthcare and education. His expertise lies in wealth management, legacy planning, risk mitigation through insurance, and tax efficiency planning.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mass Mutual Financial Group | Wheaton, IL | Jul 2015 - Current | 8 |
| Raymond James Financial Services | Wheaton, IL | Jul 2011 - Current | 12 |
| Raymond James Financial Services Advisors Inc. | Wheaton, IL | Jul 2011 - Current | 12 |
| Foundation Wealth Strategies LLC | Wheaton, IL | Jul 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- IL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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