Unclaimed Profile

David Randal Raeuchle

CUSTER MANAGEMENT INC·NEW ALBANY, Ohio

Series 7, Series 63, Series 65Clean record20 years registeredCUSTER 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 · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CUSTER MANAGEMENT INC

WESTERN INTERNATIONAL SECURITIES

Aug 2008 – Dec 2008

NEW ALBANY, OH

LEVEL PARTNERS MANAGEMENT INC

Jun 2008 – Oct 2019

GAHANNA, OH

LEVEL PARTNERS, LLC

Jun 2006 – Jun 2008

COLUMBUS, OH

STEELE INVESTMENT COUNSEL, LTD.

Mar 2006 – Oct 2006

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 13, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUSTER MANAGEMENT INC

CRD 107072 · SEC 801-38106

AUM

$28M

Regulatory assets under management

Employees

131 client accounts

Services offered by CUSTER MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CUSTER MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does David Randal Raeuchle offer?

David Randal Raeuchle specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with CUSTER MANAGEMENT INC.

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.

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