Kyle Rudduck

and

Principal Wealth Advisor

Kyle Rudduck is a highly experienced wealth advisor with over 12 years industry experience. Prior to transitioning to wealth management, Kyle's career was focused on providing business valuation and transaction advisory services. This experience uniquely prepared him to be an accomplished problem solver for retirees, business owners, and family office clients. Whether your questions center around "how much do I need," "is it enough," or "is this the best way," Kyle's personal approach and detail oriented personality will help ensure you have the answers you need. Kyle is a CFA Charterholder and CFP® Planning Professional. He graduated from C...

(937) 373-4889

[email protected]

Cincinnati, OH

Experience

Compound Planning

1 year

Constellation Wealth Advisors

5 years

Creative Planning

2 years

Truepoint Wealth Counsel

3 years

Qualifications

Capital University

Economics

CERTIFIED FINANCIAL PLANNER® Practitioner

CFP®

Chartered Financial Analyst®

CFA®

Specialities

Investment management

Alternative investments

Financial planning

Retirement planning

Liquidity event planning

Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

newsroom 2 MIN

Kyle Rudduck Joins Compound as Principal Wealth Advisor

FOR IMMEDIATE RELEASE CINCINNATI, OHIO – 07.27.2023 Compound Planning (formerly known as Alternativ Wealth) – a next-generation wealth management company with over $600 million in assets under management – has announced the addition of Kyle Rudduck, CFA®, CFP® as Principal Wealth Advisor . Alternativ Wealth purpose built its team, expertise, and resources to serve next-generation clients who want a more innovative approach to wealth management. “We can hire world-class wealth managers like Kyle because of our unique combination of technology and talent,” said Alternativ Wealth CEO Christian Haigh. “We are delighted to have Kyle join Alternativ Wealth as a Principal Wealth Advisor and look forward to the enormous contributions he will make to our growing firm.” As a trusted advisor to his clients, Kyle likens his role to that of a personal CFO, helping them achieve financial freedom so they can focus on the truly meaningful things in life. Kyle is also an active member of his local community, currently serving on the boards of Southern State Community College and the Clinton County Joint Recreation District. He also serves as Clinton County's treasurer. “With more than 15 years' experience in wealth management, including business valuation, I have gained the knowledge and perspective necessary to assist clients with their financial and life-planning needs," said Kyle Rudduck. “I joined this incredible team because I know Alternativ Wealth is the right choice for successful founders, executives, business owners, and professionals.”

Your personal family
office

Kyle Rudduck

Your personal family office

Your personal family
office