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David Wayne Rausch

Advisor at Raymond James Financial — Valley City, ND

Updated today

Credentials

CFP®, Series 63

Experience

29 years

Location

Valley City, ND 58072

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

David Rausch is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Raymond James Financial and its affiliate since 2001, serving in his current firm capacity for 17 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and supports these services with analytical tools and a broad advisor network, including unique municipal advisory capabilities and specialized SIMPLE IRA consulting programs.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Valley City, ND

243 North Central Avenue

Valley City ND 58072

Advisors at this office

1

Most active in

North Dakota

Work history

29 years of industry experience

Raymond James Financial

2009 - Present • 17 years

Valley City, ND

Raymond james Financial Services, Inc.

2001 - Present • 25 years

Valley City, ND

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joshua K

Series 63, Series 66

Valley City, ND

Commonwealth Financial Network

Joshua Kasowski is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 designations. He has five years of industry experience and has worked at Invest Forward and Commonwealth Financial Network since 2024, alongside a long tenure at Bank Forward beginning in 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Tom G

Series 63, Series 66

Valley City, ND

Newedge Advisors

Tom Glandt is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked with Investment Centers Of America, Inc., LPL Financial, and GWM Advisors, LLC. Outside of his advisory role, he serves as a junior high girls basketball coach and is the owner of a small promotional business, GO PROMO LLC. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services, including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence to support both advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Charlotte I

Series 66

Valley City, ND

Newedge Advisors

Charlotte Ingstad is a financial advisor with NewEdge Advisors, holding a Series 66 designation and four years of industry experience. She has worked with LPL Financial LLC and Valley Wealth Advisors, and has held teaching positions at Valley City State University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services such as portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Nicole L

Series 63, Series 65

Valley City, ND

Edward Jones

Nicole Larson is a financial advisor with Edward Jones in Valley City, ND, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, she worked at Thrivent Financial and Thrivent Investment Management Inc from 2022 to 2024. Larson also has experience as an educator in Valley City High School and West Fargo Public Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner

Kevin E

Series 63, Series 66

Valley City, ND

Edward Jones

Kevin Eggermont is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
user avatar

Daniel K

CFP®, Series 66

Valley City, ND

Edward Jones

Daniel Klein is a financial advisor at Edward Jones in Valley City, ND, holding the CFP® designation and Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Sierra-Cedar, Inc. for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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