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Keith Ruckman

Advisor at StoneX Advisors Inc.

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Firm

StoneX Advisors Inc.

Location

Bridgeport, WV

Credentials

Series 63, Series 65

Industry experience

31 years

About

Keith Ruckman is a financial advisor with StoneX Advisors Inc. in Bridgeport, WV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member of The Gideons International, assisting with the placement of Bibles and testaments in various community settings. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party money managers, supported by integrated clearing, custody, and lending capabilities as part of StoneX Group.

Client services

Based on StoneX Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Financial consulting services

Expertise

Based on StoneX Advisors Inc.

ESG / Sustainable investing

Fee options

Fixed

Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure

Percentage

$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)

Project-based

Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure

Other

Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts

Location

Bridgeport, WV

Most active in

West Virginia

Work history

Stonex Advisors Inc.

2015 - Present (11 years)

Stonex Securities Inc.

2014 - Present (12 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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