William David Rusch

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 11/2022
  Minnesota Life
  St. Paul, MN
• 01/2015 → 11/2022
  Securian Financial Services Inc.
  St. Paul, MN
• 01/2015 → 11/2022
  Omni Financial Services Inc.
  Fort Myers, FL
• 11/2022 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 11/2022 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL

Previous Registrations

• 2015-01-26 → 2022-11-09
  Securian Financial Services, Inc.
  Plantation, FL
  Fort Myers, FL
  Fort Myers, FL
  Fort Myers, FL
• 2011-01-13 → 2015-01-08
  Oneamerica Securities, Inc.
  Miami, FL
  Miami, FL
  Miami, FL
• 1998-07-09 → 2011-01-11
  Equitable Advisors, Llc
  Ft. Lauderdale, FL
  Ft. Lauderdale, FL

Other Businesses

(1) Sale of Fixed Insurance; Not investment related; 10871 NW 5th Street, Plantation, FL 33324; Agent, Start 1/1/2015; 5 hrs/mo, 5 hrs/mo during trading. (2) Camory Wealth Management Group - DBA; Investment related; 10871 NW 5th St, Plantation, FL 33324; Investment; Partner; Start 11/7/2022; 35 hr/mo, 35 hr/mo during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-14
• S63 Uniform Securities Agent State Law Examination
  1998-06-19

Designations

• Certified Financial Planner

Other Names

• Bill Rusch
• William David Rusch