Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Leo Rutler is a financial advisor registered with Creative Planning, LLC and has over 20 years of experience in the financial industry. Fred has worked for several other firms during their career, including Lockton Investment Securities, LLC and Transamerica Investors Securities Corporation. Fred is licensed to provide investment advisory services in the state of Illinois. Fred specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Fred also provides financial planning, pension consulting, educational seminars, and selection of other advisors.
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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2
IL
12/19/2021 - Present
Creative Planning (Chicago IL)
IL
11/16/2015 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (CHICAGO IL)
IL
02/01/2003 - 10/30/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CHICAGO IL)
CA
08/21/2001 - 02/01/2003
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CO
02/01/1999 - 12/21/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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