Patrick
Rusch
Triad Hybrid Solutions, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Hybrid Solutions, LLC Brokerage Details
$4,629,147,942
1,748
20,694
$223,695
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.*
Triad Advisors
Triad Hybrid Solutions
Associated Investment Services, Inc
Lpl Financial LLC
Associated Bank
The Vanguard Group, Inc
New England Securities
Triad Advisors, Inc
New England Financial
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
Lemoyne, PA
Appleton, WI
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, GA
Peachtree Corners, GA
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.
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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.
