Unclaimed Profile

David Randal Raeuchle

CUSTER MANAGEMENT INC·NEW ALBANY, Ohio

Clean recordCUSTER MANAGEMENT INC

14 SOUTH HIGH STREET, NEW ALBANY, OH 43054CRD# 3132799Firm CRD# 107072

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Randal Raeuchle · NEW ALBANY, OH

Registration

CRD #3132799 · CUSTER MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Randal Raeuchle is a registered financial advisor based in NEW ALBANY, Ohio, affiliated with CUSTER MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CUSTER MANAGEMENT INC

CUSTER MANAGEMENT INC DBA LEVEL PARTNERS

AUM

$28M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CUSTER MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Commissions

Regulatory

SEC/IARD CRD# 3132799

Firm CRD# 107072

View on FINRA BrokerCheck →

Looking for a financial advisor in NEW ALBANY?

Browse all registered financial advisors in NEW ALBANY, Ohio or claim this profile if it's yours.

Browse NEW ALBANY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Randal Raeuchle offer?

David Randal Raeuchle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW ALBANY, Ohio for a consultation.

What are David Randal Raeuchle's credentials?

David Randal Raeuchle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Randal Raeuchle located?

David Randal Raeuchle is based in NEW ALBANY, Ohio, working with CUSTER MANAGEMENT INC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.

How does David Randal Raeuchle charge for services?

David Randal Raeuchle's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CUSTER MANAGEMENT INC?

CUSTER MANAGEMENT INC has approximately 1 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →