David Matthew Rushman
AIF®Professional Summary
David Matthew Rushman, AIF® is a registered financial advisor currently at WASHINGTON AVENUE ADVISORS located in Lansing, Michigan. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
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FOGUTH WEALTH MANAGEMENT, LLC.
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Disclosures on record.
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Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
PIONEER WEALTH STRATEGIES | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS | RUSHMAN WEALTH MANAGEMENT
Contact Information
Main Address
1146 South Washington Avenue, Lansing, MI 48910Phone Number
(844) 678-1842# of Employees
11SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,432AUM (Assets Under Management)
$336,947,656Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
Primary Firm SEC Registration
PIONEER WEALTH STRATEGIES | WASHINGTON AVENUE ADVISORS, LLC | WASHINGTON AVENUE ADVISORS | RUSHMAN WEALTH MANAGEMENT
State Registrations and Notice Filings
(5/2/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view David Matthew Rushman's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.