Corey Rudd, CFP®

Experience

• 

  QuikTrip

  Sept 2001 - Dec 2006

  Part-time clerk

  QuikTrip taught me customer service and how to think like a business owner.

• 

  Waddell & Reed

  Jan 2007 - Aug 2007

  Financial Advisor

  Established advisory relationships and constructed individual, personalized financial plans.

• 

  Edward Jones

  Aug 2007 - Dec 2013

  Analyzed financial statements, evaluated market conditions and provided exceptional client service and best execution to meet the needs of our firm's tax-free fixed income investors. Analyzed financial statements, evaluated market conditions and provided exceptional client service and best execution to meet the needs of our firm's Canadian fixed income investors. Leveraged tools and firm resources to educate Financial Advisors on how to best provide advice and guidance to our firm's US and Canadian clients.

  • Municipal Bond Trader

    Jan 2011 - Dec 2013

  • International Fixed Income - Bond Trader

    Apr 2009 - Dec 2010

  • Sales Tools Support

    Aug 2007 - Apr 2009
• 

  Edward Jones

  Mar 2014 - now

  Financial Advisor

  We believe you are capable of building wealth through hard work, consistent behaviors, and a structured planning and investment process. Success is enhanced when aligning that wealth with why money is important. The greatest value our process can provide is it bridges the gap between what we can control and what matters most.