Richard Alan Rouse
Investment Adviser Representative at Dachtler Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Alan Rouse is an investment adviser representative with Dachtler Wealth Advisors, LLC in Folsom, CA, where they have been registered since 2026. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Calton & Associates, Inc. and Ameritas Investment Corp. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dachtler Wealth Management, LLCJun 2015 – Dec 2025Folsom, CA
- Ameritas Investment CorpJun 2015 – Apr 2017Lincoln, NE
- Calton & Associates, Inc.Apr 2017 – Dec 2025Folsom, CA
- Dachtler Wealth Advisors, LLCJan 2026 – no end date reportedFolsom, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Dachtler Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $100,000 (waivable)
- Estimated blended rate
- 0.012
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement income planning, tax reduction planning, investment management, family estate planning, risk management, education planning, and client communications on current planning options and strategies.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Folsom, CA
- SEC file number:
- 801-132853
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 11, 2026
View full firm profileOther advisors at Dachtler Wealth Advisors, LLC
1 other advisor in the directory
View Dachtler Wealth Advisors, LLC firm profileSimilar advisors in Folsom, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Alan Rouse has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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