BR
CFP
BR
CFP

Bryan Ruder

12 Years of Experience
Evansville, IN
Broker

Bryan Ruder is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Evansville, IN, with 12 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3365 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.

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Location

3000 E. Morgan Ave, Suite A, Evansville, IN, 47711

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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

Bryan is an independent high school soccer official, a board member for a non-profit child care center, and the Vice President of a private family foundation. He also owns two real estate investment LLCs and is a trustee for Hanover College.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
January 2015 - Present · 11 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Edward Jones
November 2013 - December 2014 · 1 yr 1 mo
Edward JonesBroker
October 2013 - January 2015 · 1 yr 3 mos
State Registrations41 states
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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.