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Patrick Timothy Rusch

No Current Employment Listed

Appleton

WI

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 3 months, 2 weeks Oct 2019 - Present
Associated Bank 1 year, 11 months Feb 2018 - Present
The Vanguard Group, Inc. 2 years, 6 months Jul 2015 - Jan 2018
Triad Advisors, Inc. 1 year, 8 months Nov 2013 - Jul 2015
Oarsman Capital Inc 1 year, 8 months Nov 2013 - Jul 2015
New England Securities 10 months Jan 2013 - Nov 2013
New England Financial 10 months Jan 2013 - Nov 2013
Massmutual Financial Group 2 years, 7 months Jun 2010 - Jan 2013
Mml Investors Services Inc 3 years, 5 months Jul 2009 - Dec 2012
Massmutual Life Insurance Company 3 years, 5 months Jul 2009 - Dec 2012
Strategic Wealth Mgmt Group LLC 1 year, 3 months Mar 2009 - Jun 2010
Massmutual Financial Group 1 year, 3 months Mar 2009 - Jun 2010
Uw Madison 3 years, 8 months Sep 2006 - May 2010
Uw School of Human Ecology 3 years, 8 months Sep 2006 - May 2010
Babbitt -Sholund Insurance Agency 4 years, 5 months Jun 2006 - Nov 2010

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Patrick Rusch

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Which financial planner designations are meaningful?
The most common and highly regarded designations are CFA, CFP, CPA, CLU, and ChFC. All require a different level of education and experience to obtain. The most important question to ask, as highlighted by other's answers, is what type of questions/concerns you are looking to address by working wi...  (more)
Answered Feb 2014
When interviewing a financial advisor, what questions should I ask?
Everyone has given excellent questions to ask any advisor you are considering working with. I would add one thing... Let every advisor ask you some questions as well. It will give you a feel for how they work (do they have a process?) and get you comfortable with them. It will also allow you to s...  (more)
Answered Feb 2014
I need the balance or statment of my 401k?
John did a great job of summing up how to go about getting that information. If you want a more specific answer you would need to provide more specific information -- Which I wouldn't recommend doing over a public forum such as this. ...  (more)
Answered Feb 2014
How much disability income insurance do I need? Should I get disability insurance?
Everyone has given great answers thus far but there is just one more thing I would like to add. You also have to decide if you want to insure for "full disability" or "full and partial disability." If you are looking to insure against the worst case scenario, you go with full only, which covers ca...  (more)
Answered Mar 2014
Does my financial advisor need to be local to my area to be successful with me?
I can agree with parts of what everyone has said already in regards to this question. My personal experience has been that at least one face-to-face meeting per year goes a long way to solidify the relationship between client and advisor. Technology allows for contact throughout the rest of the ye...  (more)
Answered Feb 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 16, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Oct 16, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Assets

    There are no assets to display at this time.

    Fees

    Types of Compensation Arrangements