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Kyle Wayne Rudduck

Compound Planning

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About Kyle Wayne Rudduck

Kyle Rudduck is a Certified Financial Planner and Chartered Financial Analyst who is an investment advisor representative at Compound Planning. Kyle is registered with the state of Ohio. Kyle has been in the financial industry since August 2014. Kyle has worked for several financial firms including Truepoint Inc., Creative Planning, Constellation Wealth Advisor, LLC, QUADRANT CAPITAL GROUP, LLC and Alterntiv Wealth. Kyle has a wide range of specializations including asset allocation, investment strategies, retirement planning, insurance, estate planning, college savings, and tax planning. Compound Planning is an independent Registered Investment Advisor headquartered in New York, New York. They provide financial planning and portfolio management services to individuals, businesses, and institutions. Compound Planning has over $1 billion in assets under management.

Firm Information

Kyle Rudduck is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

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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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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other

Selection of other advisers

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Kyle Rudduck’s Registration & Firm History

OH

07/27/2023 - Present

Compound Planning (Moraine OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Wayne Rudduck.
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