Ruggaard & Associates

Randall Ruggaard is a financial advisor at Ruggaard & Associates with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Ruggaard & Associates since 1993. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-method investment process and offers a range of strategies tailored to clients’ objectives and risk tolerances, with services including portfolio management, retirement-plan advisory, financial planning, and in-house tax preparation.

Ryan Ruggaard is a financial advisor at Ruggaard & Associates with seven years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC and BARD & ASSOCIATES. Ruggaard holds Series 63 and Series 65 licenses. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a multi-method investment process combining fundamental, technical, quantitative, and qualitative analysis and offers a range of strategies tailored to client objectives and risk tolerances.

John May is a CFP® professional with 13 years of industry experience. He has worked at Ruggaard & Associates since 2018 and previously held roles at Comprehensive Asset Management & Servicing, Inc. and James Reed Financial Services, Inc. He serves on the investment committee of Twins Days, Inc., a nonprofit organization, where he helps monitor investment performance and set long-range investment strategies. Ruggaard & Associates is an SEC-registered, team-based investment adviser serving individuals—including high-net-worth clients—and pension and profit-sharing plans. The firm employs a multi-method investment process and offers portfolio management, retirement-plan advisory, financial planning, and tax-preparation services.

Tom Sleeter is a financial advisor at Ruggaard & Associates with 26 years of industry experience and holds the Series 66 designation. His prior roles include positions at LPL Financial, Cetera Advisor Networks LLC, and he has managed his own firm, Sleeter Drummond LLC, since 2019. Outside of financial advising, he is involved in farming operations as President and Director of Sleeter Farms Nebraska, Inc. and Sleeter Family Farm Corporation, and serves on the boards of two nonprofit organizations related to recreational land and cemetery management. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-method investment approach and offers a range of strategies tailored to client objectives, with ongoing account monitoring and periodic reporting. Ruggaard & Associates also provides in-house tax preparation services and accepts a performance-based fee arrangement for one qualified client under specific conditions.

Janis Sleeter is a CFP® professional with over 31 years of industry experience. She is currently with Ruggaard & Associates and has previous experience at LPL Financial, Cetera Advisor Networks LLC, and Total Clarity Wealth Management, Inc. Outside of financial advising, she holds leadership roles in family farming businesses, including Sleeter Farms Nebraska, Inc. and Sleeter Family Farm Corporation. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-method investment process and offers a range of strategies tailored to clients’ objectives, with ongoing account monitoring and periodic reporting.

David Sleeter is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently serves at Ruggaard & Associates and has prior experience with LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he is involved in agricultural operations as secretary and director of family farm corporations in Nebraska and Illinois. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach combining fundamental, technical, quantitative, and qualitative analysis, offering a range of strategies tailored to client objectives and risk tolerances, with ongoing account monitoring and quarterly reviews.