Patrick Timothy Rusch
Investment adviser representative at Osaic Advisory Services, LLC
11 yearsExperience
5 statesRegistered in
ChFC®, CFP® certificationDesignations
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCApr 2022 to now
- Triad Hybrid SolutionsApr 2022 to now
- Triad AdvisorsApr 2022 to Aug 2024
- Associated Investment Services, Inc.Jun 2020 to Dec 2021
- LPL Financial LLCOct 2019 to May 2020
- Associated BankFeb 2018 to Apr 2022
- The Vanguard Group, Inc.Jul 2015 to Jan 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 5 states (CA, NC, SC, VA, WI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 5693017
- Firm CRD
- 171070