Advisor at Ruedi Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ruedi Wealth Management, Inc.
Location
Champaign, IL 61821
Credentials
CFP®, Series 65
Industry experience
8 years
Ryan Repko is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ruedi Wealth Management, Inc. in Champaign, IL, where he has worked since 2017. Prior to joining Ruedi, he spent nine years at MSDSonline. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets, focusing on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, and employs the Pontera platform for oversight of held-away accounts while avoiding custody.
$0 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.50% $5,000,000+: 0.25%
$250/hour
Account minimum: $1,000,000
2502 Galen Drive, Suite 102
Champaign, IL 61821
Illinois
Ruedi Wealth Management, Inc.
2017 - Present (9 years)
MSDSonline
2008 - 2017 (9 years)
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Trust company
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Real estate agent
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Other specialized services
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