DS
CFA
DS
CFA

David Adam Sleeter

12 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

110 W Streetsboro St., Suite 1A, Hudson, OH, 44236

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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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Other Business Activities

David is involved in several outside business activities, including farming operations in Nebraska and Illinois, real estate rental in Michigan, and a single-member LLC for tax/investment purposes in Chicago. These activities require minimal time commitment.

Employment History
Current Registrations
Ruggaard & Associates
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
October 2018 - December 2020 · 2 yrs 2 mos
Total Clarity Wealth Management, INC
October 2013 - December 2022 · 9 yrs 2 mos
Cetera Advisor Networks LLC
October 2013 - May 2016 · 2 yrs 7 mos
Cetera Advisor Networks LLCBroker
August 2013 - October 2018 · 5 yrs 2 mos
State Registrations3 states
ILOHTX
Advisor
Exams
No exam information available for this advisor.