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Russel Brian Walcher

CFP®

SKA FINANCIAL SERVICES

FAIRVIEW PARK, OH

·CRD# 2444322·32 years experience

Professional Summary

Russel Brian Walcher, CFP®, who also goes by Russ Walcher, is a registered financial advisor currently at SKA FINANCIAL SERVICES,INC. located in Fairview Park, Ohio and SKA SECURITIES, INC. located in Fairview Park, Ohio. Russel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Russel has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 51 and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Comprehensive Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Investment Planning

Other Aliases

Russ Walcher

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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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.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 1996

Years of Experience

32 years in the financial services industry

Current & Past Employments

SKA FINANCIAL SERVICES,INC.·CRD# 107348

RIA

1. 22725 Fairview Center Dr #100, Fairview Park, OH 441262. 22725 Fairview Ctr Dr Ste 100, Fairview Park, OH 44126

October 18, 1999 - Present

SKA SECURITIES, INC.·CRD# 113852

BD

1. 22725 Fairview Center Drive Suite 100, Fairview Park, OH 441262. 22725 Fairview Center Drive Suite 100, Fairview Park, OH 44126

October 5, 2001 - Present

VISTA FINANCIAL SERVICES CORPORATION·CRD# 37626

BD

Hudson, OH

March 9, 2001 - October 12, 2001

PRIM SECURITIES, INCORPORATED·CRD# 30504

BD

Independence, OH

August 21, 1996 - March 9, 2001

AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686

BD

Dallas, TX

August 1, 1995 - February 7, 1996

FSC SECURITIES CORPORATION·CRD# 7461

BD

Atlanta, GA

March 4, 1994 - April 4, 1994

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Current Firm

SF

SKA FINANCIAL SERVICES,INC.

SKA FINANCIAL SERVICES,INC.

CRD#: 107348 / SEC#: 801-123316

RIA

Registered Investment Advisory firm - SEC (2/25/2022 Approved)

Florida

Registered Investment Advisory firm - Florida (4/21/2022 Terminated)

Louisiana

Registered Investment Advisory firm - Louisiana (1/23/2015 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (4/21/2022 Terminated)

Texas

Registered Investment Advisory firm - Texas (4/21/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

22725 Fairview Center Dr #100, Fairview Park, OH 44126

Phone Number

(440) 734-3200

# of Employees

1

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (1/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

598

AUM (Assets Under Management)

$159,092,630

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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.

LINE 21 SKA FINANCIAL SERVICES, INC. BUSINESS IS INVESTMENT RELATED 22725 FAIRVIEW CENTER DRIVE SUITE 100 FAIRVIEW PARK, OHIO 44126 INVESTMENT ADVISER PRESIDENT 01/99 TO PRESENT 50 HOURS/MONTH 2 HOURS/TRADING DAY INVESTMENT ADVISER LINE 21 STRANG. KLUBNIK & ASSOC. BUSINESS IS NOT INVESTMENT RELATED 22725 FAIRVIEW CENTER DRIVE SUITE 100 FAIRVIEW PARK, OHIO 44126 ACCOUNTING FIRM VICE PRESEIDENT 02/95 TO PRESENT 50 HOURS/MONTH 2 HOURS/TRADING DAY ACCOUNTANT

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SF

SKA FINANCIAL SERVICES,INC.

SKA FINANCIAL SERVICES,INC.

CRD#: 107348 / SEC#: 801-123316

RIA

Registered Investment Advisory firm - SEC (2/25/2022 Approved)

Florida

Registered Investment Advisory firm - Florida (4/21/2022 Terminated)

Louisiana

Registered Investment Advisory firm - Louisiana (1/23/2015 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (4/21/2022 Terminated)

Texas

Registered Investment Advisory firm - Texas (4/21/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Florida
(1/16/2002)

IAR

Florida
(3/15/2019)

IAR

Ohio
(10/18/1999)

RR

Ohio
(10/12/2001)

IAR

Texas
(4/30/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1998About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1994About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Mar 2003About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Oct 1998About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Russel Brian Walcher's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Russel

Comprehensive Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Investment Planning

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RW

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