Russell W. Norwood
Professional summary
Russell Wayne Norwood, CFP®, CIMA®, who also goes by Russ Norwood, is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Boise, Idaho.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Russell has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Services Offered
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Russell Wayne Norwood's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
August 14, 2015 - Present
VENTURI PRIVATE WEALTH
Office #1: 800 W Main Street Suite 1150, Boise, ID 83702March 24, 1992 - August 18, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 11, 1992 - August 18, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/14/2015)
Exams
What does exam status mean?
Series 10
Passed: 7/18/2005
Series 9
Passed: 7/14/2005
Current Firm
VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,555 |
| AUM (Assets Under Management) | $ 3,581,250,224 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/15/2026 | ||
| 08/26/2025 | ||
| 02/03/2025 |
Red Flags
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