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Scott Raymond Rausch

Bull & Bear Advisors LLC

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About Scott Raymond Rausch

Scott Rausch is a financial advisor currently registered with Bull & Bear Advisors LLC. Scott has been in the industry since 2013 and is a Chartered Financial Analyst. Scott is registered as an Investment Advisor Representative in Illinois. Prior to joining Bull & Bear Advisors LLC, Scott worked at Northwestern Mutual Investment Services, LLC and Bernardi Securities, Inc. Scott specializes in providing financial planning and portfolio management services to individuals and high net worth individuals.

Firm Information

Scott Rausch is currently registered with Bull & Bear Advisors LLC. Bull & Bear Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They currently manage approximately $33.6 million in assets for 59 clients.

$33.64M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Scott Rausch’s Registration & Firm History

IL

07/02/2024 - Present

Bull & Bear Advisors LLC (Chicago IL)

IL

02/15/2017 - 04/05/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)

IL

08/29/2013 - 02/26/2016

BERNARDI SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Raymond Rausch.
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