Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Ruelle is a financial advisor currently affiliated with Apollon Wealth Management, LLC. Robert has over 20 years of experience in the financial services industry. Robert is a Registered Representative and Investment Advisor Representative in Wisconsin. Robert holds the Series 6, 7, 24, 26, 51, 63, and 65 licenses. Robert is also a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
WI
12/20/2024 - Present
Apollon Wealth Management, LLC (Richfield WI)
WI
12/06/2019 - 07/21/2022
LPL FINANCIAL LLC (RICHFIELD WI)
WI
03/29/2016 - 12/09/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
07/09/1998 - 04/23/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Ruelle is the right advisor for you? Invested Better is here to help.
