Fred Rutler
Partner / Managing Director - Creative Planning Retirement Services
- Role
- Partner Managing Director at Creative Planning Retirement Services
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Fred Rutler
I am part of a great team at Lockton Retirement Services, an offering of Creative Planning. Our talent and depth allow us to strategically assist plan sponsors and their employees with all retirement plan needs. I also work closely with my partners at Lockton Companies to provide wholistic benefits and insurance support to our clients.It is not lost on me that I get to do rewarding work with great clients and an amazing team. I am grateful for it every day.
Experience
Partner Managing Director
Creative Planning Retirement Services
Jan 2022 — Present · US
Education
Harvard Business School Online
Executive Program / Disruptive Strategy
2018 — 2018
Skills
- Separately Managed Accounts
- Fixed Annuities
- Financial Services
- Retirement
- Investments
- 401k
- Wealth Management
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Series 6
- Insurance
- Qualified Retirement Plans
- Profit Sharing
- Series 7
- Investment Advisory
- Retirement Plan Consulting
- Series 63
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