Chelsea Rude

Advisor at Rude Wealth Advisory

Updated today
Rude Wealth Advisory logo

Firm

Rude Wealth Advisory

Location

Olney, IL 62450

Credentials

CFP®, EA

Industry experience

10 years

About

Education & Designations I have a bit of a healthy obsession with learning. I am a proud graduate of Olney Central College, where I now get the pleasure of serving on the Foundation Board. I received my B.S. in Finance from Eastern Illinois University and my Masters in Personal Financial Planning from CFFP. Along the way, I’ve earned a few other designations. I am a CERTIFIED FINANCIAL PLANNER™ Professional as well as an Enrolled Agent. Outside of my work as an advisor, I teach courses in business and finance at Vincennes University.

Work History While in college I worked for a couple of banks, but my first position with true financial planning experience was with a firm in Urbana, IL in 2010. I consider myself blessed to have avoided the insurance sales or door knocking gigs so many “advisors” start out with. At Franklin Wealth Advisors, I was able to learn from an expert with several decades of experience and an undeniable passion for the work. At the end of 2014, I left FWA to move back home to join a local bank. From the end of 2014 to Spring 2021 I provided financial planning services, managed the investment assets for the Trust department, and lead the IL Wealth Management team. I worked with families in all stages of life to develop and implement plans to achieve their goals. At the end of 2020, I decided it was time to move on and begin plans for a new journey – starting my own firm. My goal for Rude Wealth Advisory is to narrow my focus to a smaller group of clients, allowing me to provide a superior level of personalized service.

Personal / Family My husband, Bill, and I have been together since 2010 and married since 2013. We are both originally from Richland County, so the decision to move “home” in 2014 was mutual. We have two kids, Olivia & Henry, and are grateful to have both sets of grandparents along with siblings, cousins, aunts, uncles, etc. living close by. As a family, we love being active outside and traveling to new places.

My “Why” Our work plays a critical role in our identities, whether we realize it or not. It brings to light our strengths and weaknesses and provides affirmation of our life’s purpose. We all have unlimited potential to positively impact others, and I consider myself blessed to have found the connection between providing value to others and meaning to myself in such a rewarding field. I’ve always had a passion for numbers and business. When inside the wrapper of helping families reach their goals, this work is even more fulfilling.

Client services

Based on Rude Wealth Advisory

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

ESG / Sustainable investing Tax strategies for small businesses

Occupation focus

Founder/Business Owner

Demographic focus

Christian Faith Based

Fee options

AUM

1%

Flat

$500+/engagement

Hourly

$250+/hr

Monthly

$275+/mo

Other

AUM fee caps at $3mil

Location

401 S Whittle Avenue

Olney, IL 62450

Most active in

Illinois · Indiana · Texas

Work history

Rude Wealth Advisory LLC

2021 - Present (5 years)

TrustBank

2020 - 2021 (1 year)

TrustBank

2019 - 2020 (1 year)

TrustBank

2017 - 2019 (2 years)

TrustBank

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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