Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donn? Claim Your ProfileDonn L. Rutledge is a financial advisor with over 20 years of experience in the industry. Donn is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Donn has held previous positions at TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., INVESTMENT CENTERS OF AMERICA, INC., SII INVESTMENTS, INC., MORGAN STANLEY, and CITIGROUP GLOBAL MARKETS INC. Donn specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
08/29/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
WI
07/31/2018 - 06/14/2024
SECURITIES AMERICA, INC. (APPLETON WI)
MN
03/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/07/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/07/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WI
10/21/2013 - 03/19/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
10/21/2013 - 03/19/2018
SII INVESTMENTS, INC. (APPLETON WI)
WI
06/01/2009 - 11/01/2012
MORGAN STANLEY (GREEN BAY WI)
WI
12/17/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)
IA
Issued 07/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/12/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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