Patrick Rusch
Patrick Rusch is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Appleton, WI, with 14 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4311 N. Lightning Drive, Suite #2, Appleton, WI, 54913
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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 ActivitiesSells Insurance
Patrick is a financial planner at Investment Designers, an insurance agency, offering insurance products as needed, dedicating minimal time. He also volunteers minimal time on an advisory board for the Personal Finance program at UW-Madison and on an advisory committee for Christ the Rock church.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Associated Investment Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Vanguard Marketing CorporationBroker
Vanguard Advisers INC
Oarsman Capital, INC
Triad Advisors, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations16 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.