Jim Ruthrauff
Wealth Management Advisor, Managing Director at Merrill Lynch
Based in South Bend, United States
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Seniority
Director
Department
Finance & Accounting
Location
South Bend
Industry
Financial Services
Company size
35K
Contact information
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Background
About Jim Ruthrauff
My team, Kahn, Ruthrauff & Associates, and I help oversee the financial affairs of a select group of families. We typically work with families who have acquired substantial assets and now seek to streamline and pursue their goals, across their personal and professional lives. As a dedicated wealth management team, one consistent theme drives our support: Help you find financial simplicity, so you can enjoy your life to the fullest.My wife, Jeannie, and I live in Granger. We enjoy spending summers at Donnell Lake in Vandalia, MI. We take advantage of all that the South Bend area has to offer all year round, such as; going to Notre Dame football games and other sporting events, going to plays and performances, and supporting many of communities charities by attending and donating to their fund raising events. Activities I regularly enjoy are tournament slalom waterskiing, bike riding, golf, snow skiing, playing guitar, and CrossFit.Named to the 2023 Forbes "Best-in-State Wealth Advisors" list for the 5th consecutive year.(*Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year*). Named to the Forbes "Best-in-State Wealth Management Teams" list, 2024, and 2023 as a member of the Kahn, Ruthrauff & Associates (Published in January, Rankings based on data as of March 31 of prior year*).*Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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