DR
DR

Denny Wayne Rudolph

21 Years of Experience
2 DisclosuresBrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
4,040 clients
Average Client Portfolio
$512K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees may be negotiable in certain instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Spring Hill, TN

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History

Regulatory History (2)
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Financial
July 2024
Final
Financial
May 2023
Final
Other Business ActivitiesSells Insurance

Denny works as an investment adviser representative for Southern Heritage Financial Group and Heritage Wealth Management, LLC, spending well over full-time hours on these activities. He also sells fixed insurance products and works as a consultant in the music industry, dedicating a few hours per week to each.

Employment History
Current Registrations
Verus Capital Partners, LLC
October 2025 - Present · 4 mos
LPL Financial LLCBroker
July 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
July 2025 - September 2025 · 2 mos
Heritage Wealth Management, LLC
August 2020 - October 2025 · 5 yrs 2 mos
Next Financial Group, INC.
October 2011 - July 2025 · 13 yrs 9 mos
Next Financial Group, INC.Broker
October 2011 - July 2025 · 13 yrs 9 mos
Edward Jones
February 2007 - October 2011 · 4 yrs 8 mos
Edward JonesBroker
October 2004 - October 2011 · 7 yrs
State Registrations8 states
ALFLGAILLANCPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.