LPL Financial
47yrs
Top advisor by experience in Grand Rapids
9yrs
David Mitchell Rasch
Financial advisor at Valmark Advisers
David Mitchell Rasch has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Grand Rapids, Michigan. David has been with Valmark Advisers since 2021; before that, David spent a year at U.S. Bancorp Investments and less than a year at Charles Schwab &. Valmark Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office3205 Eaglecrest Dr NE Suite. 204, Grand Rapids, MI 49525
FirmValmark Advisers
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$554,438
Advisors at the firm285
States licensed ?2 states
Services through Valmark Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowValmark Advisers, Inc.Current firm
- Sep 2019 – Nov 2020U.s. Bancorp Investments, Inc.Previously
- Mar 2019 – Jul 2019Charles Schwab & CO., Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Valmark Advisers at 800-765-5201 and ask for David Mitchell Rasch. David works from the Grand Rapids, MI office.
How long has David been a financial advisor?
David has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Valmark Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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