Janis Sleeter
Ruggaard & Associates · Oak Brook, Illinois
Janis Sleeter is a fee-only financial advisor at Ruggaard & Associates in Oak Brook, Illinois, who holds the CFP credential. Janis focuses on tax planning and estate & legacy planning. Ruggaard & Associates reports charging a percentage of assets and performance-based fees on its Form ADV.
Request an introduction to Janis →
Specialties
Facts
| Firm | Ruggaard & Associates |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $368.6M across 998 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 2546249 |
| Exams passed | Series 63 (1994) · Series 65 (1998) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.ruggaard.net |
How Janis's firm compares
- Ruggaard & Associates's average account is about $369,000, from its Form ADV (assets managed divided by 998 accounts).
Request an introduction to Janis
Tell Janis a little about what you're looking for. Janis isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Janis
Is Janis Sleeter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janis holds no broker registration, and Ruggaard & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Janis charge for financial advice?
Janis's firm, Ruggaard & Associates, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Janis Sleeter based?
Janis Sleeter is based in Oak Brook, Illinois.
What does Janis specialize in?
Janis's specialties include tax planning and estate & legacy planning.
What credentials does Janis Sleeter hold?
Janis Sleeter holds the CFP credential.
Is Janis Sleeter registered with the SEC?
Yes. Janis Sleeter is registered as an investment adviser representative in IL and TX (CRD 2546249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ruggaard & Associates manage?
Ruggaard & Associates reports $368.6M across 998 accounts in assets under management.
How do I contact Janis Sleeter?
Through Janis's website, www.ruggaard.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ruggaard & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.