Richard Alan Rouse

Current Employers

Employment History

• 06/2015 → 12/2025
  Dachtler Wealth Management, Llc
  Folsom, CA
• 06/2015 → 04/2017
  Ameritas Investment Corp
  Lincoln, NE
• 04/2017 → 12/2025
  Calton & Associates, Inc.
  Folsom, CA
• 01/2026 → Present
  Dachtler Wealth Advisors, Llc
  Folsom, CA

Previous Registrations

• 2017-04-18 → 2025-12-17
  Calton & Associates, Inc.
  Folsom, CA
• 2015-07-01 → 2017-05-16
  Ameritas Investment Company, Llc
  Roseville, CA
  Sacramento, CA
  Folsom, CA

Other Businesses

No. 1) Name of Business: Richard Rouse. Investment-Related. Address: Folsom, CA 95630. Nature of Business: Life insurance, Fixed annuities, Indexed annuities, Disability insurance. Position/Title/Relationship: Owner. Start Date: 06/2015. Hours per month: 10. Hours per month during Securities trading hours: 10. Duties/Responsibilities: Prospecting and servicing existing insurance clients. Disability insurance, fixed annuities and long term care. Not more than 10% of income. No 2.) LegacyLock, LLC. Non-investment related. 1234 S Power Rd #101, Mesa, AZ 85206. Sale of estate document software licensed from Estate Documents Pro, LLC. Licensee. Start Date: 08/10/2024. Hours/month: 4. Hours/month during securities trading hours: 4. Licensee of LegacyLock, LLC and offer purchase of Estate Documents Pro, LLC software. Not more than 10% of income.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-28

Other Names

• Richard Rouse