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Dionelle Rucker

Advisor at San Antonio Wealth, LLC

Updated today
San Antonio Wealth, LLC logo

Firm

San Antonio Wealth, LLC

Location

San Antonio, TX

Credentials

Series 66

Industry experience

9 years

About

Dionelle Rucker is a financial advisor at San Antonio Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Torres Financial Services, Inc. Outside of his advisory role, Mr. Rucker is the owner and president of Rucker Financial Group, LLC, a business providing office services to local small businesses. San Antonio Wealth, LLC offers financial consulting and investment management services primarily to individual investors and small businesses. The firm employs a core-and-satellite approach to asset allocation, using both passive and active index products, and applies fundamental and technical analysis with the capacity to utilize advanced strategies such as short-selling, leverage, margin, and derivatives.

Client services

Based on San Antonio Wealth, LLC

Portfolio management Selection of other advisers

Expertise

Based on San Antonio Wealth, LLC

Active portfolio management Passive / index investing

Fee options

Percentage

$0 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.80% $20,000,001+: 0.60%

Other

Account minimum: $100,000 Fee-only: Fees are based on a percentage of assets under management; no commissions or sales charges are accepted.

Location

San Antonio, TX

Most active in

Texas

Work history

San Antonio Wealth, LLC

2022 - Present (4 years)

Rucker Financial Group, LLC

2022 - Present (4 years)

Torres Financial Services, Inc

2016 - 2022 (6 years)

The Broadway Condominiums

2016 - 2016 (1 year)

Heb

2016 - 2016 (1 year)

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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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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Kyle M

CFP®, Series 66

San Antonio, TX

Kapela

Passive / index investing Active portfolio management
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Zachary W

Series 65

San Antonio, TX

Oakridge Financial Planning LLC

General retirement planning Income planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Bryce C

Series 65

San Antonio, TX

Bentwood Investment Advisory

Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael W

Series 65

San Antonio, TX

Kehlet Capital Management, LLC

Concentrated stock management
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