Dana Rausch
Dana Rausch is a registered investment advisor at RIA Advisory Group, LLC, based in Sioux Falls, SD, with 16 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.
Location
6300 S. Old Village Pl, Suite 100, Sioux Falls, SD, 57108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dana is involved in several business activities, including entities for tax/investment purposes, a family holding LLC for farmland, and benefit education for physicians. Dana also sells non-variable insurance products, including fixed life, fixed annuity, disability, and LTC, dedicating about a quarter of their time to this.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Visionpoint Advisory Group
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.