Daniel Rausch is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Holland, MI, with 11 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
210 Central Ave, Suite 250, Holland, MI, 49423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a licensed CPA in Michigan, providing tax preparation and advisory services as a sole proprietor, dedicating minimal time to this activity. He is also a sole proprietor and licensed commercial real estate broker since 2002, spending a few hours per week on this.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Aw SecuritiesBroker
Allworth Financial, L.P.
Aw Securities
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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