Richard Craig Clouse

Current Employers

Employment History

• 06/1972 → Present
  Clouse & Associates
  Columbus, OH
• 04/2016 → 03/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 04/2019 → Present
  Lpl Financial, Llc
  Westerville, OH
• 11/2020 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2020-11-17 → 2024-07-04
  Global Retirement Partners Llc
  Westerville, OH
  San Rafael, CA
• 2016-04-19 → 2019-04-01
  Kestra Advisory Services, Llc
  Westerville, OH
• 2003-06-06 → 2016-09-22
  Kestra Investment Services, Llc
  Westerville, OH
  Westerville, OH

Other Businesses

1.04/01/2019; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.04/01/2019; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Goldberg, Clouse & Edgell; Investment Related; at Reported Business Location(s); Start Date 12/01/1993; hrs/mth; hrs during trading 3.04/01/2019; Hoffman and Associates; Property and Casualty; Investment Related; at Reported Business Location(s); Start Date 06/01/2011; 1hrs/mth; 1hrs during trading 4.04/01/2019; ECC LLC; Real Estate Rental; Investment Related; ; Start Date 06/01/1999; 1hrs/mth; 0hrs during trading 5.04/01/2019; Clouse Properties; Real Estate Rental; Investment Related; 19 Whispering Sands Dr Sarasota,FL; Start Date 01/01/2008; 1hrs/mth; 0hrs during trading 6.04/01/2019; Clouse Financial; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 12/01/1999; 1hrs/mth; 0hrs during trading 7.04/01/2019; Author; book sales; Investment Related; ; Start Date ; 32hrs/mth; 0hrs during trading 8.06/29/2022; (Hybrid) Goldberg, Clouse & Edgell as a DBA of GRP; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 04/01/2019; 5hrs/mth; 5hrs during trading; 9.06/29/2022; (Hybrid) Global Retirement Partners, LLC / Global Retirement Partners, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 04/01/2019; 5hrs/mth; 5hrs during trading; I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 4/2019. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10.07/28/2026; (Hybrid) WEELth Advisory Services; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/01/2024; 5hrs/mth; 5hrs during trading; I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 7/2026. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-01-29

Designations

Other Names

• Richard Craig Clouse
• Rich Clouse