Patrick Rusch
Financial Planner / Partner
- Role
- Financial Planner Partner at Investment Designers, Inc
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Patrick Rusch
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Experience
Financial Planner Partner
Apr 2022 — Present · Appleton, WI, US
Education
University of Wisconsin-Madison
Bachelor of Science, Personal Finance
2006 — 2010
Skills
- Long Term Care Insurance
- Financial Advisory
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Investments
- Disability Insurance
- Life Insurance
- Investment Management
- Wealth Management Services
- Retirement Income Strategies
- Financial Goals
- Portfolio Management
- Buy-Sell Agreements
- Financial Planning
- Investment Advisory
- Employee Benefits
- Securities
- Comprehensive Financial Planning
- Estate Planning
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