For the past three decades, Jim Rudin has been providing wealth management services to generations of families. While passionate about value investing, his focus is always on you: your family, your goals, your objectives, your needs. Jim and his team provide comprehensive, consultative, investment planning and wealth management services to affluent individuals and families. 

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals.

Each member of The Rudin & Rubin Financial Group of Wells Fargo Advisors, and our support specialists, are committed to you. In order to make sure the investment consulting and advanced planning are tightly coordinated; our team works closely with all your advisors. This often includes estate attorneys, accountants, bankers and insurance agents. Working as one team, we help optimize results across all the interrelated pieces of your financial life.  The longevity of our team’s client relationships is a testament to the promise that your family will receive experienced advice.

Over his tenure, Jim has and continues to receive numerous awards, including Forbes Best-In-State Wealth Management Teams*, Five Star Wealth Manager** and Wells Fargo Advisors Platinum Council ***.

Jim and his wife, Sherry, live in Medina, MN.  They have two grown children.  Jim enjoys traveling, squash and skiing.

 

* The 2024 Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

   
**The Five Star Wealth Manager award was issued on December 1, 2022 by Five Star Professional (FSP) for the time period March 14, 2023 through October 18, 2023.  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4,080 of wealth managers in the Minnesota market were considered for the award; 652 of candidates (16% percent of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.


 
2021 – 4,004 Minnesota Market wealth managers were considered for the award; (15% of candidates) were named Five Star Wealth Managers

2022 – 4,544 Minnesota Market wealth managers were considered for the award; (14% of candidates) were named Five Star Wealth Managers

2023 – 4,080 Minnesota Market wealth managers were considered for the award; (16% of candidates) were named Five Star Wealth Managers

***The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

I am First Vice President – Investments at Rudin & Rubin Financial Group of Wells Fargo Advisors in Minneapolis. 

I work with my clients one-on-one to design investment strategies targeted to their specific needs and goals. As my clients’ lives change, so must their investment strategies. I employ a thoughtful, careful planning process that helps ensure my clients stay on course toward meeting their objectives.

I provide comprehensive, consultative investment planning and wealth management services to affluent individuals and families, as well as business owners and executives. I assist my clients through significant liquidity events, including pre- and post-event advanced planning, hedging and diversifying concentrated holdings, and investment consulting.

I work closely with my clients’ other advisors – including estate attorneys, accountants, bankers, and insurance agents – to ensure the investment consulting and advanced planning services I provide are properly coordinated on their behalf.

I earned my bachelor’s degree in business marketing from the University of Minnesota-Twin Cities. I live in Edina, MN with my family, where we enjoy traveling, hockey, and tennis.

Over his tenure, Tony has and continues to receive numerous awards, including 2023 & 2024 Forbes Best-In-State Wealth Management Teams* and 2021-2024 Five Star Wealth Manager**
  


*Source: Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23.. 2023: Source: Forbes.com. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 
**The Five Star Wealth Manager award was issued on December 1, 2023 by Five Star Professional (FSP) for the time period March 13, 2023 through September 29, 2023.  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4,280 of wealth managers in the Minnesota market were considered for the award; 637 of candidates (15% percent of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

 
2021 – 4,004 [Minnesota Market] wealth managers were considered for the award; (15% of candidates) were named Five Star Wealth Managers

2022 – 4,544 [Minnesota Market] wealth managers were considered for the award; (14% of candidates) were named Five Star Wealth Managers

2023 – 4,080 [Minnesota Market] wealth managers were considered for the award; (16% of candidates) were named Five Star Wealth Managers

2024 – 4,280 [Minnesota Market] wealth managers were considered for the award; (15% of candidates) were named Five Star Wealth Managers

Debbie has over 25 years of wealth management industry experience. Debbie has been with the Rudin & Rubin Financial Group of Wells Fargo Advisors since 1998 and has become a familiar voice to all of our clients.

As Senior Registered Client Associate, Debbie is frequently the first point of contact for client questions and account administration. Debbie is responsible for a wide range of client services including transfers of assets, operational issues, check requests, document processing, and the day to day details of running the administration team.

Debbie is honored to have received many awards since beginning her career with Wells Fargo Advisors, including the Platinum Council Associate Award for several years including (2010-2018). The Wells Fargo Advisors Platinum Council Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Debbie has 2 married sons and a grandson. Debbie enjoys travelling, walks with her dogs and babysitting her grandson.