Rudi Siela
Rudi Siela is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Wayne, IN, with 44 years of industry experience. Rudi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10305 Dawson'S Creek Blvd., Suite E, Fort Wayne, IN, 46825
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Regulatory History (1)
Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Rudi is a financial planner doing business as Financial Focus, dedicating nearly full-time hours to monitoring investment portfolios, providing financial advice, and offering annuity sales. Rudi also manages PLR Development LLC, collects rent, works as a notary, and is the executor of his mother's estate, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.