Patrick Timothy Rusch

Current Employers

Employment History

• 07/2015 → 01/2018
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2018 → 04/2022
  Associated Bank
  Neenah, WI
• 10/2019 → 05/2020
  Lpl Financial Llc
  Neenah, WI
• 06/2020 → 12/2021
  Associated Investment Services, Inc.
  Green Bay, WI
• 04/2022 → 08/2024
  Triad Advisors
  Norcross, GA
• 04/2022 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Appleton, WI

Previous Registrations

• 2019-10-07 → 2020-05-15
  Lpl Financial Llc
  Neenah, WI
• 2015-07-24 → 2018-02-06
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2014-01-09 → 2015-06-11
  Oarsman Capital, Inc
  Appleton, WI
• 2013-01-03 → 2013-11-26
  New England Securities
  Brookfield, WI
  Kimberly, WI
• 2010-07-07 → 2013-01-07
  Mml Investors Services, Llc
  Neenah, WI
  Madison, WI

Other Businesses

1. Investment Designers;investment related;4311 N Lightning Drive,Appleton,WI 54913;insurance agency;financial planner;4/2022;1 hr/month;0 hrs during trading;offer insurance products to client as needed 2. University of Wisconsin-Madison;not investment related;1300 Linden Dr,Madison,WI 53706;public research university;adivisory board member;3/2018;1 hr/month;0 hrs during trading;volunteer time on an advisory board for the Personal Finance program through the School of Human Ecology at UW-Madison 3. Christ the Rock;not investment related;W6254 US-10,#114,Menasha,WI 54952;non-profit church;advisory committee;1/1/2022;1 hr/month;0 hrs during trading;volunteer time on an advisory committee for the church as it relates to the overall financial health of the organization 4. CHRIST THE ROCK CHURCH POSITION: Advisory Committee NATURE: Non-Profit Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: W6254 US-10 # 114, Menasha WI 54952, United States DESCRIPTION: Volunteer time on an advisory committee for the church as it relates to the overall financial health of the organization. 5. UNIVERSITY OF WISCONSIN-MADISON POSITION: Advisory Board Member NATURE: Public Research University INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 1300 Linden Dr, Madison WI 53706, United States DESCRIPTION: Volunteer time on an advisory board for the Personal Finance program through the School of Human Ecology at UW-Madison 6. INVESTMENT DESIGNERS POSITION: Financial Planner NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 4311 N Lightning Drive, Appleton WI 54913, United States DESCRIPTION: Offer insurance products to clients as needed 7. N/A POSITION: Executor of Estate & Successor Trustee NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 5430 N Amethyst Drive, Appleton WI 54913, United States DESCRIPTION: I'm listed as executor of aunt's estate and also sucessor trustee on her trust. This will only take effect at her passing.

Exams

• S66 Uniform Combined State Law Examination
  2010-06-17

Designations

Other Names

• Patrick Rusch