Patrick
Rusch

Triad Hybrid Solutions, LLC

CRD#5693017
Investment Advisor
in Appleton, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Patrick Rusch is a certified financial planner and chartered financial consultant operating out of Appleton, Wisconsin with 1 year of industry experience. Rusch is an employee of Triad Hybrid Solutions, LLC. During their career, the advisor has held roles at New England Securities, Triad Advisors, Inc, New England Financial, Oarsman Capital Inc, The Vanguard Group, Inc, Associated Bank, Lpl Financial LLC, Associated Investment Services, Inc, Triad Advisors and Triad Hybrid Solutions. Rusch holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, North Carolina, South Carolina, Virginia and Wisconsin. Triad Hybrid Solutions, LLC is a registered investment firm that has its headquarters in Peachtree Corners, GA. The investment advisory business has offices in 56 locations and a total of 1,748 financial advisors. It handles $5 billion in total assets among its 20,694 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 25 charities and foundations. Of its 20,694 client accounts, just 7% are held by high-net-worth investors who have greater than $1 million in assets. Triad Hybrid Solutions, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely are based on the type of financial services. However, fee types charged by Triad Hybrid Solutions, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4311 N. Lightning Drive Suite #2
Appleton, WI 54913

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Triad Hybrid Solutions, LLC Brokerage Details

Total Assets Under Management

$4,629,147,942

WI Average: $3,570,121,308
Total Number of Employees

1,748

WI Average: 58
Total Number of Accounts

20,694

WI Average: 1,608
Average Account Size

$223,695

WI Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Rusch Work History

Patrick has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triad Advisors

2022 - Present (2 years)

Triad Hybrid Solutions

2020 - 2021 (1 year)

Associated Investment Services, Inc

2019 - 2020 (1 year)

Lpl Financial LLC

2018 - 2022 (4 years)

Associated Bank

2015 - 2018 (3 years)

The Vanguard Group, Inc

2013 - 2013 (< 1 year)

New England Securities

2013 - 2015 (2 years)

Triad Advisors, Inc

2013 - 2013 (< 1 year)

New England Financial

2013 - 2015 (2 years)

Oarsman Capital Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick Rusch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triad Hybrid Solutions, LLC

Brian Mccarver
Lemoyne, PA
Kristopher Korzi
Lemoyne, PA
Jonathan Freeman
Lemoyne, PA
Jeffrey Kline
Lemoyne, PA
Shari Dietz
Lemoyne, PA
Patrick Rusch
Appleton, WI
Rose Hopkins
Lemoyne, PA
Lorne Bycoff
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started