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David R

CFP®, Series 63

Valley City, ND

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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