Richard A. Roush

WELLTH ADVISORY SERVICES

Fresno, CA 93711

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CRD#: 1103950

Professional summary

Richard Allen Roush, who also goes by Rick Rousch, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Fresno, California.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Richard has worked at 7 firms and has passed the Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rick Rousch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Strategic Retirement Partners: January 2024 to present: Managing Director MR. ROUSH IS LICENSED TO SELL VARIABLE LIFE, WHOLE LIFE, ANNUITIES, AND DISABILITY INSURANCE. HE MAY RECEIVE THE NORMAL COMMISSIONS FOR INSURANCE SALES IN HIS SEPARATE ROLE AS AN INSURANCE AGENT. MR. ROUSH IS A LIMITED PARTNER OF T.W. PATTERSON INVESTORS, LP. T.W. PATTERSON INVESTORS, LP OWNS: A COMMERCIAL OFFICE BUILDING IN FRESNO, A MINORITY INTEREST IN HERITAGE STORAGE FACILITIES-REEDLEY, LLC, AND A MINORITY INTEREST IN HERITAGE STORAGE FACILITIES-TURLOCK, LLC. ADVISER'S CLIENTS ARE NOT SOLICITED TO INVEST IN THIS LIMITED PARTNERSHIP. MR. ROUSH IS THE SOLE MEMBER OF DOWNTOWN FRESNO, LLC. DOWNTOWN FRESNO, LLC IS ORGANIZED FOR THE PURPOSE OF REAL ESTATE, AND OWNS A MINORITY INTEREST IN T.W. PATTERSON INVESTORS, LP, AND SALT AIRE HOLDINGS, LLC. ADVISER'S CLIENTS ARE NOT SOLICITED TO INVEST IN THIS LIMITED LIABILITY COMPANY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Allen Roush's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 2014 Tulare Street Suite 608, Fresno, CA 93711

RIA

CRD#: 330537

Fresno, CA

Past

January 10, 2024 - July 5, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Fresno, CA

Past

April 27, 2010 - December 31, 2024

ROUSH INVESTMENT GROUP

RIA

CRD#: 151288

FRESNO, CA

Past

June 27, 2002 - April 23, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

FRESNO, CA

Past

February 14, 2002 - April 23, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

FRESNO, CA

Past

June 17, 1992 - February 15, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 9, 1985 - June 17, 1992

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 22, 1983 - August 9, 1985

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/24/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 2/1/1984

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/19/1983

General Securities Representative Examination

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard A. Roush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Allen Roush's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

ROUSH INVESTMENT GROUP

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/1991

Series 3

Date: 2/1/1984

Series 7

Date: 3/19/1983

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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