Michael Ruplinger
Byron Center
Summary
Experienced financial services leader, passionate about helping financial advisors and their clients achieve deep, meaningful relationships and positive life outcomes.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Director, Wealth & Asset Management Solutions
Charles Schwab
08.2022 - Current
- Provide education and support around Schwab's premier wealth management solution, Schwab Wealth Advisory
- Build relationships between branch and advice partners to facilitate net flows and enrollments into the offer
- Meet with prospective clients through 1:1 meetings and group presentations to provide education, help articulate the value and capabilities of Schwab Wealth Advisory
Manager, Private Client Investment Consultants
TD Ameritrade
12.2020 - 08.2022
- Led a team of 18 Private Client Investment Consultants covering the Eastern half of the branch network
- Coached, supervised and trained my team through the integration and dual registration with Charles Schwab
- Transitioned team from a retention focused PCIC role to the wealth management focused Financial Consultant role
Regional Director
TD Ameritrade
02.2018 - 12.2020
- Led, coached and developed a team of 12 Branch Managers covering the Lake Michigan region
- Successfully transitioned a financial consultant population focused on asset gathering into a team capable of delivering holistic financial planning and advice solutions
- Collaborated with internal and external partners to host some of the largest client education events in the branch network
- Launched the first internal guidance solution client event/presentation
Regional Manager
Scottrade Inc.
05.2011 - 02.2018
- Led multiple regions of branch managers during this period, ranging from 25 - 36 branch locations per region
- Championed the change from a service-based approach to the business to relationship and growth approach, focused on deepening share of wallet and client loyalty
- Took a lead role in developing firmwide initiatives - CRM tool, Portfolio planning
Assistant Branch Administration Manager
Scottrade Inc.
05.2010 - 05.2011
Sr. Investment Consultant
Scottrade Inc.
04.2006 - 05.2010
Client Service Specialist
Scottrade Inc.
10.2005 - 04.2006
Education
CFP Certification - Professional Education Program
College for Financial Planning
12.2022
Associate Certified Coach
Invite Change
Freeland, WA01.2017
Bachelors of Business - Finance
Western Illinois University
Macomb, IL01.2005
Skills
- Leadership
- Financial Planning
- Coaching
- Client Engagement
Certification
- Certified Financial Planner
- Series 7, 63, 66, 9/10, 24
Timeline
Director, Wealth & Asset Management Solutions
Charles Schwab
08.2022 - Current
Manager, Private Client Investment Consultants
TD Ameritrade
12.2020 - 08.2022
Regional Director
TD Ameritrade
02.2018 - 12.2020
Regional Manager
Scottrade Inc.
05.2011 - 02.2018
Assistant Branch Administration Manager
Scottrade Inc.
05.2010 - 05.2011
Sr. Investment Consultant
Scottrade Inc.
04.2006 - 05.2010
Client Service Specialist
Scottrade Inc.
10.2005 - 04.2006
CFP Certification - Professional Education Program
College for Financial Planning
Associate Certified Coach
Invite Change
Bachelors of Business - Finance
Western Illinois University
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