Dana Gene Rausch
Investment adviser representative at Ria Advisory Group, LLC
17 yearsExperience
2 statesRegistered in
$568.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Ria Advisory Group, LLCAug 2020 to now
- Visionpoint Advisory Group, LLCDec 2017 to Aug 2020
- LPL Financial, LLCNov 2017 to Aug 2020
- Principal FinancialJun 2009 to Dec 2017
- Princor Financial Services CorporationMay 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (SD, TX).
Ria Advisory Group, LLC
$568.4MAssets managed
1,996Clients
21Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5669987
- Firm CRD
- 152566