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Our financial advice team


Robert Rudnicki, Financial Advisor serving the St Charles, IL area - Ameriprise Advisors

Robert Rudnicki

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Larson Wealth Management
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Family Finances
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Masters of Project Management - Keller Graduate School of Management

Awards & recognition

  • Five Star Wealth Manager, 2013-2014, 2016-2018

Previous experience

  • CopperCom - VP Sales, 2004-2007
  • Lucent Technologies - Sales Director, 1987-2003

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Preservation Partners
  • Community outreach through church

Interests

  • Family
  • Travel
  • Sports
  • Technology