Russell G. Stehling

AVID WEALTH PARTNERS

San Antonio, TX 78257

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CRD#: 4656777

Professional summary

Russell Garrett Stehling, ChFC®, CLU®, who also goes by Russell Stehling, is a registered financial advisor currently at AVID WEALTH PARTNERS, LLC located in San Antonio, Texas.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Russell has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Russell Stehling

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.

Avid Risk Management, Investment Related, San Antonio, Texas, Insurance and Financial Planning, Licensed Insurance Agent, 07/16/2020, Hours per month: 20, Hours per month during business securities trading: 20, Sales and service of insurance policies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Garrett Stehling'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

November 1, 2022 - Present

AVID WEALTH PARTNERS, LLC

Office #1: 17806 W Interstate 10 Ste. 106, San Antonio, TX 78257

RIA

CRD#: 323124

San Antonio, TX

Past

July 16, 2020 - November 1, 2022

NEWEDGE ADVISORS

RIA

CRD#: 171351

San Antonio, TX

Past

October 6, 2008 - September 14, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

SAN ANTONIO, TX

Past

March 8, 2004 - July 20, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SAN ANTONIO, TX

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".

AVID WEALTH PARTNERS, LLC

CRD#: 323124 / SEC#: 801-126678

RIA

Registered Investment Advisory firm - (10/3/2022 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

Texas
(11/1/2022)

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

Series 63

Date: 2/6/2004

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: 8/28/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/5/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AVID WEALTH PARTNERS, LLC

CRD#: 323124 / SEC#: 801-126678

RIA

Registered Investment Advisory firm - (10/3/2022 Approved)

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Contact information

Main Address

17806 W Interstate 10 Ste. 106, San Antonio, TX 78257

Mailing Address

Phone number

(210) 864-3333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AVID WEALTH PARTNERS, LLC (1/3/2025)

Regulatory assets under management

Total Number of Accounts	678
AUM (Assets Under Management)	$ 206,069,786

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 G. Stehling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Garrett Stehling's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

AVID WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/6/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2013

Series 6

Date: 3/5/2004

Current Firm

AVID WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVID WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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