Unclaimed
Galen Arthur Rasche is an investment advisor representative at Exencial Wealth Advisors. Galen is a Certified Financial Planner® professional. Galen has been working in the financial services industry since 2010. Galen has experience at a variety of organizations, including Electric Power Research Institute, Weinheimer Wealth Management, and Exencial Wealth Advisors. Galen is currently registered as an investment advisor representative in Oklahoma and Texas. Galen specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Galen is also a registered investment advisor representative with Exencial Wealth Advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing arrangement
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TX
07/25/2024 - Present
Exencial Wealth Advisors (Austin TX)
IA
Issued 07/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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