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David Mitchell Rasch

Valmark Advisers, Inc.

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About David Mitchell Rasch

David Mitchell Rasch is a financial advisor with Valmark Advisers, Inc.. David is registered in Colorado, Michigan, Texas, and Virginia. David has been in the industry since May 2018 and has experience with Charles Schwab & Co., Inc. and U.S. Bancorp Investments, Inc. David has a series 63, 66, 7, and SIE license. David's firm Valmark Advisers, Inc. manages over $7 billion in assets.

Firm Information

David Rasch is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Rasch’s Registration & Firm History

MI

02/02/2023 - Present

Valmark Advisers, Inc. (Grand Rapids MI)

IL

09/23/2019 - 11/05/2020

U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)

IN

02/15/2018 - 07/18/2019

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 03/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Mitchell Rasch.
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