Ruddell Financial Service

EST. AUM
$100,000,000

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Firm Details

Metro area Dallas
CRD Number
Website ruddellfinancial.com
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Overview

Ruddell Financial Service is a Fort Worth, Texas-based independent financial advisory firm founded by Brett Ruddell, a U.S. Air Force veteran and University of Texas at Arlington Business Finance graduate. The firm specializes in insurance solutions, IRAs, financial strategies, and retirement income planning for individual and family clients across the Fort Worth area. Operating with 2–10 employees, the practice employs a personalized, four-phase financial life planning approach that addresses wealth building, asset management, protection strategies, and legacy planning. Brett Ruddell, who also serves as owner/mortgage broker of Fort Worth Financial L.L.C. (founded 2006), maintains active community involvement including volunteer work as an AARP Tax-Aide counselor. The firm is registered with and monitored by FINRA, verifiable via BrokerCheck, and is affiliated with the National Association of Insurance and Financial Advisors (NAIFA) Fort Worth chapter.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Ruddell Financial Service

Platform Details

Investment Preferences

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