RR
ChFC
RR
ChFC

Robert Joseph Ruelle

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a director on the national board of directors for the National Association of Estate Planning Councils, a non-profit organization. He dedicates minimal time to this role, attending conferences, board meetings, and participating in committee calls.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2025 - Present · 6 mos
Apollon Financial, LLC
July 2025 - Present · 7 mos
Previous Registrations
Apollon Wealth Management, LLC
December 2024 - July 2025 · 7 mos
Northwestern Mutual Investment Services,llc
April 2023 - December 2024 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
April 2023 - December 2024 · 1 yr 8 mos
Private Advisor Group, LLC
December 2019 - July 2022 · 2 yrs 7 mos
LPL Financial LLCBroker
December 2019 - July 2022 · 2 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
March 2016 - December 2019 · 3 yrs 9 mos
Northwestern Mutual Investment Services,llc
March 2016 - December 2019 · 3 yrs 9 mos
Northwestern Mutual Investment Services,llc
February 2005 - April 2014 · 9 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
July 1998 - April 2014 · 15 yrs 9 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.