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portrait of Corey Rudd
FINANCIAL ADVISOR

Corey Rudd

CFP®
1001 Boardwalk Springs Pl, Suite 120, O'Fallon, MO 63368opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Corey

When I think of money, I think of return on life, which I like to express as an equation:

RETURN ON LIFE = Lifetime Experiences x (Confidence + Flexibility)

Feeling rich is not about a statement value, but instead about the unique lifetime experiences you wish to create.

Whether it be events such as family vacations and celebrations, creating the perfect entertainment space in your dream house or gifting to charity or loved ones, true wealth is obtained when you feel confident and have flexibility to choose how you experience life.

Our team's process is built around giving you that confidence and flexibility....

Focus Areas

  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Healthcare Professionals
  • Accountants
  • Information Technology Professionals
  • Architects and Engineers

Work History

  • Edward JonesAugust 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Missouri State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Golfing
  • Personal Fitness
  • Reading

Team Members

  • Jack Farner
    Associate Financial Advisor
  • Lisa Quin
    Sr. Branch Office Administrator
  • Sima Schappe
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(636) 695-4695

Fax

(866) 262-9652

Office Address

1001 Boardwalk Springs Pl
Suite 120
O'Fallon, MO 63368opens in a new window

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