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Jodi Ripp Bugter

Ares Wealth Management Solutions, LLC

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About Jodi Ripp Bugter

Jodi Bugter is a financial advisor with Ares Wealth Management Solutions, LLC. Jodi has been in the financial services industry since 2010 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jodi has Series 7, 22, 26, 63 and 65 licenses, and the SIE exam. Jodi Bugter is registered in 52 states and the District of Columbia, but is not currently registered as an Investment Advisor.

Firm Information

Jodi Bugter is currently registered with Ares Wealth Management Solutions, LLC. Ares Wealth Management Solutions, LLC is a Limited Liability Company formed on December 21, 2001. The firm is registered with the SEC and all 50 states as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

35

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.

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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Jodi Bugter’s Registration & Firm History

CO

05/13/2021 - Present

Ares Wealth Management Solutions, LLC (DENVER CO)

MO

05/05/2020 - 03/30/2021

PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)

TN

07/27/2016 - 05/01/2020

CENTER STREET SECURITIES, INC. (COLLEGE GROVE TN)

NY

09/09/2015 - 12/15/2015

CANTOR FITZGERALD & CO. (NEW YORK NY)

CA

03/31/2015 - 08/19/2015

ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)

TN

04/25/2011 - 04/09/2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

TX

05/29/2009 - 01/20/2010

IMS SECURITIES, INC. (HOUSTON TX)

IL

01/13/2009 - 03/25/2009

SPIKE FINANCIAL SERVICES, LLC (CHICAGO IL)

ID

03/11/2008 - 09/29/2008

DBSI SECURITIES CORPORATION (BOISE ID)

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Licenses & Designations

IA

Issued 04/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2009

Series 7 - General Securities Representative Examination

BC

Issued 01/22/2008

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jodi Ripp Bugter.
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