Russell E. Blahetka

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CRD#: 4547259

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Russell Ernest Blahetka, CFP® was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 2002. Russell had worked at 3 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

1. CycleBar� Traders Point, Not Investment Related, 6010 W 86th Street Unit #130, Indianapolis, IN 46728; Indoor cycling fitness center, Owner, oversee operations such as hiring, capital acquisition, etc.; 30 hours per month; 0 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

Certified Financial Planner

Start date: 2005

Experience

Past

May 11, 2022 - December 31, 2024

TEMPUS WEALTH PLANNING, LLC

RIA

CRD#: 285349

Schererville, IN

Past

April 18, 2011 - January 6, 2023

VESTNOMICS WEALTH MANAGEMENT, LLC

RIA

CRD#: 156590

SCHERERVILLE, IN

Past

July 19, 2002 - April 26, 2011

WADDELL & REED

RIA

CRD#: 866

CAMPBELL, CA

Past

July 11, 2002 - April 26, 2011

WADDELL & REED

CRD#: 866

CAMPBELL, CA

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".

TEMPUS WEALTH PLANNING, LLC

SSJ LLC | TEMPUS WEALTH PLANNING, LLC

CRD#: 285349 / SEC#: 801-108462

RIA

Registered Investment Advisory firm - (11/7/2016 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/18/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/10/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/11/2008

General Securities Principal Examination

Current Firm

TEMPUS WEALTH PLANNING, LLC

SSJ LLC | TEMPUS WEALTH PLANNING, LLC

CRD#: 285349 / SEC#: 801-108462

RIA

Registered Investment Advisory firm - (11/7/2016 Approved)

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Contact information

Main Address

100 Spectrum Center Drive Suite 1070, Irvine, CA 92618

Mailing Address

Phone number

(949) 393-2525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,620
AUM (Assets Under Management)	$ 506,514,848

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.

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Russell E. Blahetka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TEMPUS WEALTH PLANNING, LLC

VESTNOMICS WEALTH MANAGEMENT, LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

TEMPUS WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2002

Series 7

Date: 7/10/2002

Series 24

Date: 2/11/2008

Current Firm

TEMPUS WEALTH PLANNING, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEMPUS WEALTH PLANNING, LLC

TRUST BUT VERIFY

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