Russell E. Harris

APOGEE WEALTH MANAGEMENT

Northville, MI 48167

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CRD#: 4554081

Professional summary

Russell Edward Harris, who also goes by Ed Harris, R Edward Harris, Russell Edward Harris, Russell Harris, is a registered financial advisor currently at APOGEE WEALTH MANAGEMENT located in Northville, Michigan and BISON WEALTH, LLC located in Canton, Michigan.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Russell has worked at 17 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Harris | R Edward Harris | Russell Edward Harris | Russell Harris

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) Apogee Insurance Services, LLC / Not investment related / 21800 Haggerty Rd, Ste 102, Northville, MI 48167 / Insurance sales / Insurance Agent / Start date Sep 2023 / 80 hours per month devoted to this business / 20 hours per month during trading hours 2) Financial Educators Network, d/b/a Apogee Wealth Academy, a 501(c)(3) non-profit / Not Investment Related / 21800 Haggerty Rd, Ste 102, Northville, MI 48167 / Financial Education / Lead Educator / Board Member / Start date Mar 2023 / 15 hours per month devoted to this business / 0 hours per month during trading hours / Lead Educator providing educational content and live educational events on general financial topics, which are aimed at providing practical financial education on many topics.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Edward Harris's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

CRD#: 292482

Brighton, MI

Past

September 6, 2019 - February 7, 2022

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

RIA

CRD#: 12984

BINGHAM FARMS, MI

Past

October 1, 2012 - February 5, 2013

INVEST FINANCIAL CORPORATION

CRD#: 12984

BINGHAM FARMS, MI

Past

January 22, 2008 - October 2, 2012

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

DEARBORN, MI

Past

January 18, 2008 - October 2, 2012

CITIZENS SECURITIES, INC.

CRD#: 39550

DEARBORN, MI

Past

June 1, 2007 - February 14, 2008

OSAIC WEALTH, INC.

CRD#: 23131

TROY, MI

Past

October 13, 2005 - May 22, 2007

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

DEARBORN HEIGHT, MI

Past

October 4, 2005 - May 22, 2007

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

DEARBORN HEIGHT, MI

Past

July 25, 2002 - September 11, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 25, 2002 - September 11, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

BISON WEALTH, LLC

CRD#: 299805 / SEC#: 801-114547

RIA

Registered Investment Advisory firm - (1/30/2019 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
(10/5/2023)

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 65

Date: 10/11/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2002

General Securities Representative Examination

Current Firm

BISON WEALTH, LLC

CRD#: 299805 / SEC#: 801-114547

RIA

Registered Investment Advisory firm - (1/30/2019 Approved)

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Contact information

Main Address

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326

Mailing Address

Phone number

(404) 841-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BISON WEALTH ADV 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts	9,112
AUM (Assets Under Management)	$ 2,753,091,446

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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Advisor Monitoring

Firm Stability Insights

Russell E. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Edward Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

BISON WEALTH, LLC

TRUADVICE LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

PEAK AMERICAN INVESTMENT ADVISORS, INC.

PURITAN BROKERAGE SERVICES, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

FOCUS FINANCIAL WEALTH MANAGEMENT, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

OSAIC WEALTH, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BISON WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2005

Series 63

Date: 7/23/2002

SIE

Date: 10/1/2018

Series 7

Date: 7/24/2002

Current Firm

BISON WEALTH, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BISON WEALTH, LLC

TRUST BUT VERIFY

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