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Christopher C. Russell

ACORN WEALTH ADVISORS
Grand Blanc, MI 48439
Some features on this profile are disabled
CRD#: 4476557
CR

Professional summary


Christopher Conn Russell, who also goes by Chris Conn Russell, is a registered financial advisor currently at ACORN WEALTH ADVISORS, LLC located in Grand Blanc, Michigan.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christopher has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Conn Russell

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.
Rental Property-Owns home with wife-2010-10 hrs/mth-0 during trading hrs-Helps his wife handle issues, bills, etc. while she handles the day to day operations Blue Cross of Michigan/Blue Care Network of Michigan Insurance Agent recommending insurance products offered by Blue Cross of Michigan/Blue Care Network of Michigan Not investment related Sells Medical Insurance with Blue Cross & BCN, Medical Insurance Rep-2006-2 hrs/mth-1 during trading hrs-Helps people that don't get medical insurance discounts usually clients that are fee based. Clears business through a managing agent for BCN &Blue Cross-Action benefits.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Conn Russell's CRS (Customer Relationship Summary).
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®
None

Experience


Current

July 11, 2014 - Present

ACORN WEALTH ADVISORS, LLC

Office #1: 8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439
RIA
CRD#: 170462
Grand Blanc, MI
Past

April 29, 2016 - May 11, 2017

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Grand Blanc, MI
Past

October 16, 2006 - May 28, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GRAND BLANC, MI
Past

March 7, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 7, 2002 - May 28, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
GRAND BLANC, MI

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".
AW
ACORN WEALTH ADVISORS, LLC
ACORN WEALTH ADVISORS, LLC

CRD#: 170462 / SEC#: 801-79211

RIA
Registered Investment Advisory firm - (2/27/2014 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Michigan
(7/11/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ACORN WEALTH ADVISORS, LLC
ACORN WEALTH ADVISORS, LLC

CRD#: 170462 / SEC#: 801-79211

RIA
Registered Investment Advisory firm - (2/27/2014 Approved)
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Contact information


Main Address
8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439
Mailing Address
Phone number
(810) 953-4444
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACORN WEALTH ADVISORS PART 2A_SEC (11/13/2025)

Regulatory assets under management


Total Number of Accounts1,223
AUM (Assets Under Management)$ 429,923,737

Red Flags


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.

Company Information


ACORN WEALTH ADVISORS, LLC

CRD#: 170462Grand Blanc, MI 48439

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