Walter Russell Costenbader
CFP®Professional Summary
Walter Russell Costenbader, CFP® is a registered financial advisor currently at SAYBRUS EQUITY SERVICES, LLC located in Hartford, Connecticut and DESTRA CAPITAL INVESTMENTS LLC located in Bozeman, Montana. Walter is registered as a RR (Registered Representative) and started their career in finance in 1988. Walter has worked at 39 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 53, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
RETIREMENT PLAN ADVISORS SERVICES, LLC | RETIREMENT PLAN ADVISORS, INC.
Contact Information
Main Address
29 E. Madison St Suite 500, Chicago, IL 60602Mailing Address
2420 Hyde Park Road #c, Jefferson City, MO 65109Phone Number
(312) 701-1100Established
Illinois since 10/02/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (25 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Arbitration
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Walter Russell Costenbader's CRS (Customer Relationship Summary).
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