TR
ChFC
TR
ChFC

Timothy Rueter

24 Years of Experience
Estero, FL
BrokerSells Insurance

Timothy Rueter is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Estero, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Estero, FL

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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 ActivitiesSells Insurance

Timothy is the president of Foundation Wealth Strategies LLC, dedicating about half his time to this role. He also acts as a broker for Newman Long Term Care and receives residual checks from previous life/health sales at Thrivent Financial, both requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services, INC.
July 2011 - Present · 14 yrs 10 mos
Raymond James Financial Services Advisors, INC
July 2011 - Present · 14 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
January 2004 - July 2011 · 7 yrs 6 mos
Thrivent Investment Management INC.Broker
December 2001 - July 2011 · 9 yrs 7 mos
State Registrations34 states
AKAZCACOCTFLGAIAILINKYLAMAMDMIMNMSMTNCNENJNVNYOHOKPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Timothy Rueter - Financial Advisor | TrueAdvisor