Russel Brian Walcher
CFP®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
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
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Videos & Posts
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KEY INVESTMENT SERVICES LLC
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Contact Information
xxxxx@xxxx.xxx
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KEY INVESTMENT SERVICES LLC
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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
32 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SKA FINANCIAL SERVICES,INC.
Contact Information
Main Address
22725 Fairview Center Dr #100, Fairview Park, OH 44126Phone Number
(440) 734-3200# of Employees
1SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
598AUM (Assets Under Management)
$159,092,630Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SKA FINANCIAL SERVICES,INC.
State Registrations and Notice Filings
(1/16/2002)
(3/15/2019)
(10/18/1999)
(10/12/2001)
(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.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Russel Brian Walcher's 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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KEY INVESTMENT SERVICES LLC
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