Richard Rouse has held the title Member at Dachtler Wealth Advisors since February 2025, is a control person of the firm and directly owns between 25% and 50% of it. Richard Rouse holds a Bachelor's degree in Economics from the University of Birmingham.
Dachtler Wealth Advisors, LLC is a Folsom, CA firm with $120M under management, 198 clients and 4 advisers in one office, as of its March 2026 filing.
Richard Rouse is a financial planner at Dachtler Wealth Advisors, LLC. Before joining the firm, he was a financial planner at Mazars UK for 6 years.
Richard Rouse’s longest registration was 8 years at Calton & Associates, Inc. (2017–2025). Before joining Dachtler Wealth Advisors in 2026, Richard Rouse was registered through Calton & Associates, Inc. and Ameritas Investment Corp.
- – present · under a yearFolsom, CA · Adviser representative · Firm CRD 335863
- Calton & Associates, Inc.– · 8 yearsFolsom, CA · Adviser representative · Firm CRD 20999
- Ameritas Investment Corp– · 1 yearFolsom, CA · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Richard Rouse is registered as an investment adviser representative in California, since January 2026.
- CaliforniaSince 8 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 June 2015 |
| Series 66 | Uniform Combined State Law Examination | 28 April 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Richard Alan Rouse
- CRD
- 6495241
- Firm
- Dachtler Wealth Advisors · CRD 335863
- Role
- Member
- Office
- 2130 E BIDWELL STREET, SUITE 100, Folsom, CA 95630
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dachtlerwealth.com
Where does Richard Rouse work?
Richard Rouse has held the title Member at Dachtler Wealth Advisors, LLC since February 2025, and is a control person of the firm.
Is Richard Rouse a financial advisor?
Yes. Richard Rouse has a current investment-adviser registration in California, through Dachtler Wealth Advisors since January 2026.
How many years of experience does Richard Rouse have?
Richard Rouse has 11 years in the financial industry, since July 2015, across 3 adviser firms.
What exams has Richard Rouse passed?
Richard Rouse has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in April 2014. FINRA credited Richard Rouse with the SIE, which began in October 2018.
Where did Richard Rouse work before Dachtler Wealth Advisors?
Before Dachtler Wealth Advisors, Richard Rouse was registered through Calton & Associates, Inc., April 2017 to December 2025; Ameritas Investment Corp, July 2015 to May 2017.
Where is Richard Rouse based?
Richard Rouse’s registered office is in Folsom, CA.
Is Richard Rouse registered with FINRA?
No. Richard Rouse has no current broker registration.
How can I verify Richard Rouse’s record?
Search CRD 6495241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Rouse’s full registration record.
