JR
JR

Joseph John Rudnicki

10 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
591 clients
Average Client Portfolio
$480K average
Assets Under Management
$283.6M

Fee Structure

Minimum Investment:$10K
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Location

16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130

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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

Joseph is a cheerleading coach at Once Upon a Dream, a dance and cheer facility, since 2016. He dedicates minimal time to this activity.

Employment History
Current Registrations
Fourth Dimension Wealth, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Strategic Wealth Partners, LTD.
February 2019 - August 2024 · 5 yrs 6 mos
Prudential Financial Planning Services
June 2017 - October 2018 · 1 yr 4 mos
Pruco Securities, LLC.Broker
October 2016 - October 2018 · 2 yrs
Strategic Wealth Partners, LTD.
September 2014 - December 2016 · 2 yrs 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Joseph John Rudnicki - Financial Advisor | TrueAdvisor