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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst12 years in industry

Kyle Wayne Rudduck

Advisor at COMPOUND PLANNING, INC.

Wilmington, OH | Moraine, OH | NEW YORK, NY

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Search this name across graphsid dfx:ria:7997a014-01ea-383d-d13d-432025388b7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMPOUND PLANNING, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
First registration: Nov 17, 2016
Dual registered: no
IAPD individual key: 6640725

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Aug 19, 2026	n/a	yes	Wilmington, OH\|NEW YORK, NY	Current employment
COMPOUND PLANNING, INC.	Independent wealth	Jul 27, 2023	n/a	yes	Moraine, OH\|NEW YORK, NY	Current employment
CONSTELLATION WEALTH ADVISORS	Independent wealth	Mar 24, 2020	Sep 12, 2023	no	CINCINNATI, OH	Previous registration
CONSTELLATION WEALTH ADVISORS, LLC	Former SEC adviser	Oct 15, 2018	May 28, 2020	no	CINCINNATI, OH	Previous registration
CREATIVE PLANNING	Independent wealth	Jan 25, 2017	Oct 2, 2018	no	Wilmington, OH\|OVERLAND PARK, KS	Previous registration
TRUEPOINT, INC.	Independent wealth	Nov 17, 2016	Mar 15, 2017	no	Cincinnati, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONSTELLATION WEALTH ADVISORS	COMPOUND PLANNING, INC.	Sep 12, 2023	Jul 27, 2023	-47	Firm change after gap	RIA to RIA
CONSTELLATION WEALTH ADVISORS, LLC	CONSTELLATION WEALTH ADVISORS	May 28, 2020	Mar 24, 2020	-65	Channel change	Other
CREATIVE PLANNING	CONSTELLATION WEALTH ADVISORS, LLC	Oct 2, 2018	Oct 15, 2018	13	Firm change	RIA to RIA
TRUEPOINT, INC.	CREATIVE PLANNING	Mar 15, 2017	Jan 25, 2017	-49	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
289860:147253:OH:2020-05-28	May 28, 2020	Mar 24, 2020	CINCINNATI, OH	Firm change after gap

Relationships

Registered with (6)

→ SAVVYRegistered adviserregistration: current employment
Aug 19, 2026 to presentfactForm ADV
→ COMPOUND PLANNING, INC.Registered adviserregistration: current employment
Jul 27, 2023 to presentfactForm ADV
→ CONSTELLATION WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 24, 2020 to Sep 12, 2023factForm ADV
→ CONSTELLATION WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 15, 2018 to May 28, 2020factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Jan 25, 2017 to Oct 2, 2018factForm ADV
→ TRUEPOINT, INC.Registered adviserregistration: previous registration
Nov 17, 2016 to Mar 15, 2017factForm ADV

Dated events

Occurred
Sep 12, 2023
Advisor changed firm
Kyle Wayne Rudduck left Constellation Wealth Advisors for Compound Planning, Inc. (registered 2023-07-27)
Form ADVobserved 6 days ago