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HELLO, I'M

Ruth Ann Kalage

Financial Planning Strategist

With years of experience as an analyst, advisor, and trader, I'm dedicated to helping you succeed. We'll work together to enhance your financial understanding, refine your trading techniques, and construct a strong investment portfolio.

We guide businesses to become dynamic, adaptable organizations that thrive in an ever-changing world.

We partner with clients who are proactive, not reactive. They have big dreams and are determined to succeed, even in the face of change. We help them adapt and achieve lasting success.

648

Satisfied Clients

174

Projects

61

Business Partners

25

Awards

History

My Journey

2014 - Present (10 years)
WELLS FARGO ADVISORS (CRD# 19616)
2012 - Present (12 years)
WELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)
2011 - 2012 (1 year)
WELLS FARGO SECURITIES, LLC (CRD# 126292)
2005 - 2011 (6 years)
WELLS FARGO ADVISORS, LLC (CRD# 19616)
1997 - 2005 (8 years)
MORGAN STANLEY DW INC. (CRD# 7556)
October 2018
General Industry/Products Exam | SIE - Securities Industry Essentials Examination
March 2001
Principal/Supervisory Exam | Series 9 - General Securities Sales Supervisor - Options Module Examination
February 2001
Principal/Supervisory Exam | Series 10 - General Securities Sales Supervisor - General Module Examination
July 1997
State Securities Law Exam | Series 63 - Uniform Securities Agent State Law Examination
WE MAKE CONNECTIONS

Meet Our Leadership

Ruth Ann Kalage

Senior Partner

Stephen Weiser

Financial Planner

James Tolentino

Investment Manager

Isabella Rossi

Lagal Manager

Our approach

Your Reliable Partner in Achieving Financial Success

Beyond her experience as a financial broker, Ruth is renowned for her outstanding accomplishments.

Ruth and her team provide personalized financial solutions for individuals and businesses, leveraging their extensive expertise.

Get free consultation from our expert advisors

+1 (517) 2344-556

Call now!