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Todd Allen Rausch

Advisor at Cambridge Investment Research Advisors — Van Horne, IA

Updated today

Credentials

CFP®, Series 63

Experience

21 years

Location

Van Horne, IA 52346

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,203 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Todd Rausch is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with a Series 63 license. He has 21 years of industry experience and has worked at Cambridge Investment Research Advisors since 2020 and at Voya Financial Advisors from 2014 to 2020. Outside of advising, he serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals and employs multiple custody arrangements and proprietary model strategies alongside access to unaffiliated managers.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Van Horne, IA

102 2nd St., Ste. 1

Van Horne IA 52346

Advisors at this office

1

Most active in

Iowa

Work history

21 years of industry experience

Cambridge Investment Research Advisors

2020 - Present • 6 years

Fairfield, IA

Cambridge Investment Research, Inc.

2020 - Present • 6 years

Fairfield, IA

Voya financial Advisors

2014 - 2020 • 6 years

Van Horne, IA

Rausch Financial Services

2009 - Present • 17 years

Van Horne, IA

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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Jennifer E

Series 63, Series 66

Belle Plaine, IA

Level Four Advisory Services

Jennifer Eggleston is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at LPL Financial and RBC Capital Markets Corporation. Outside of her advisory work, she serves as Vice President of the Board for the Tama County Humane Society, an animal shelter in Tama, Iowa. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Anthony T

Series 63, Series 65

Atkins, IA

Wealthcare Advisory Partners LLC

Anthony Tomash is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has operated his own businesses, including Tomash Insurance Agency LLC and Tomash Tax Preparation LLC, focusing on insurance and tax preparation services alongside his advisory work. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and combines quantitative metrics with fundamental and behavioral analysis to implement both passive and active investment strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

David K

ChFC®, Series 63

Atkins, IA

Eagle Strategies (NY Life)

David Kaestner is a financial advisor with Eagle Strategies (New York Life) and holds the ChFC® and Series 63 credentials. He has 25 years of industry experience and has worked with Eagle Strategies since 2007. Kaestner also coaches football and baseball as a volunteer outside of his advisory role. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers solutions through multiple program types, focusing primarily on non-discretionary asset management and tailored recommendations.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Daniel N

Series 66

Blairstown, IA

Thrivent Investment Management

Daniel Newton is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 18 years of industry experience, all with Thrivent since 2008. Outside of his advisory role, Newton serves as a trustee for the Vinton Lutheran Home, providing oversight on budget and facility matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and providing ongoing or one-time engagement options.

Business ownership considerations

Dean S

Series 63, Series 66

Vinton, IA

Edward Jones

Dean Studer is a financial advisor with Edward Jones in Vinton, Iowa, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Edward Jones since 1991. Outside of advising, he is involved in farming and owns property in Vinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive

Nile S

Series 66

Vinton, IA

Edward Jones

Nile Studer is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including social media, SEO, marketing, and business planning as a part owner of an apparel company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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