RW
Russel B. Walcher
SKA FINANCIAL SERVICES,INC.
Fairview Park, OH 44126
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CRD#: 2444322
RW
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 Series 24 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Russ Walcher
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
CRS (Client Relationship Summary) - RIA
Click below to view Russel Brian Walcher's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
October 18, 1999 - Present
SKA FINANCIAL SERVICES,INC.
Office #1: 22725 Fairview Center Dr #100, Fairview Park, OH 44126Office #2: 22725 Fairview Ctr Dr Ste 100, Fairview Park, OH 44126RIA
CRD#: 107348
Fairview Park, OH
Current
October 5, 2001 - Present
SKA SECURITIES, INC.
Office #1: 22725 Fairview Center Drive Suite 100, Fairview Park, OH 44126Office #2: 22725 Fairview Center Drive Suite 100, Fairview Park, OH 44126BD
CRD#: 113852
Fairview Park, OH
Past
March 9, 2001 - October 12, 2001
VISTA FINANCIAL SERVICES CORPORATION
BD
CRD#: 37626
HUDSON, OH
Past
August 21, 1996 - March 9, 2001
PRIM SECURITIES, INCORPORATED
BD
CRD#: 30504
INDEPENDENCE, OH
Past
August 1, 1995 - February 7, 1996
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
March 4, 1994 - April 4, 1994
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
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 - (2/25/2022 Approved)Florida
Registered Investment Advisory firm - (4/21/2022 Terminated)Louisiana
Registered Investment Advisory firm - (1/23/2015 Terminated)Ohio
Registered Investment Advisory firm - (4/21/2022 Terminated)Texas
Registered Investment Advisory firm - (4/21/2022 Terminated)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SF
SKA FINANCIAL SERVICES,INC.
SKA FINANCIAL SERVICES,INC.
CRD#: 107348 / SEC#: 801-123316
RIA
Registered Investment Advisory firm - (2/25/2022 Approved)Florida
Registered Investment Advisory firm - (4/21/2022 Terminated)Louisiana
Registered Investment Advisory firm - (1/23/2015 Terminated)Ohio
Registered Investment Advisory firm - (4/21/2022 Terminated)Texas
Registered Investment Advisory firm - (4/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
22725 Fairview Center Dr #100, Fairview Park, OH 44126
Mailing Address
Phone number
(440) 734-3200
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 595 |
| AUM (Assets Under Management) | $ 149,949,247 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
