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Chad Allen Rudy

Retirement Investment Advisors Inc.

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About Chad Allen Rudy

Chad Rudy is a Certified Financial Planner® and has been in the financial services industry since January 2002. Chad currently works as a Registered Investment Advisor at Retirement Investment Advisors Inc. Chad has Series 63 and Series 65 licenses and has been registered with the state of Oklahoma since November 2009 and with the state of Texas since January 2010. Chad specializes in providing financial planning, pension consulting and educational seminars to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Chad Rudy is currently registered with Retirement Investment Advisors Inc.. Retirement Investment Advisors Inc. is a registered investment advisor based in Oklahoma City, Oklahoma. The firm manages over $1 billion in assets for a range of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They provide a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management. The firm also publishes periodicals and selects other advisors for their clients.
Retirement Investment Advisors Inc.

2925 UNITED FOUNDERS BLVD

OKLAHOMA CITY, OK 73112

$1.11B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Rudy’s Registration & Firm History

OK

01/12/2010 - Present

Retirement Investment Advisors Inc. (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 01/16/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/16/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Allen Rudy.
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