Board Member · Rutherford Asset Planning, Inc.
Ronald K. Rutherford
CRD 1077483 · Named on Form ADV at one SEC-registered adviser
At a glance
Rutherford Asset Planning, Inc., an SEC-registered wealth manager based in Tampa, FL with $181 million in regulatory assets, lists Ronald K. Rutherford on its Form ADV as Board Member, a control person.
Firms and roles
- Rutherford Asset Planning, Inc.Board MemberWealth manager · Tampa, FL · $181M in regulatory assets
AtlasMembers
Ronald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Suzzette B. RutherfordPresident, Rutherford Asset Planning, Inc.
- Keith A. AmburgeyChief Executive Officer/chief Compliance Officer, Rutherford Asset Planning, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ronald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.