Donald Randolph Waesche

Employer firm

Genoa Wealth, LLC CRD 341520

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/1977 → 11/2021
  Resource Management
  Metairie, LA
• 11/2021 → Present
  Race Rock, Llc
  Ponce Inlet, FL
• 11/2020 → 11/2021
  Creative Planning, Llc
  Metairie, LA
• 04/2026 → Present
  Genoa Wealth, Llc
  Ponce Inlet, FL

Previous Registrations

• 2021-12-23 → 2024-01-02
  Creative Planning
  Overland Park, KS
  Metairie, LA
• 2011-06-02 → 2022-03-23
  Resource Management, Llc
  Metairie, LA

Other Businesses

1) Thompson Equipment Company, Inc; Jefferson, LA; not investment related; Board Member; start 5.12.18; duties are help with succession planning from G2 to G3; 3hours per quarter/0 during trading 2) CSRS, Inc.; Baton Rouge, LA; not investment related; Board member; start 2.5.2006; nature of the business is Architecture and Engineering Firm;3hours per quarter/0 during trading 3) Family Wealth Management, LLC; Mandeville, LA; is investment related; Managing Member; Family holding company; start date 1.1.1996; 2 hours per month/0 during trading 4) The MCC Group; Metairie, LA; not investment related; Board Member; start 4/15/1995; nature of buisness construction real estate development; 2 hours per month/0 during trading

Designations

• Certified Financial Planner

Other Names

• Randy Waesche