RR
CFP · ChFC
RR
CFP · ChFC

Randall Paul Ruggaard

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
302 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$346.9M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$800
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Location

2196 E. Enterprise Parkway, Twinsburg, OH, 44087

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ruggaard & Associates
January 2002 - Present · 24 yrs 1 mo
State Registrations3 states
ILOHTX
Advisor
Exams
No exam information available for this advisor.