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AR

Andrew D. Russell

RUSSELL WEALTH ADVISORS
Boone, IA 50036
Some features on this profile are disabled
CRD#: 6047409
AR

Professional summary

Andrew D Russell, who also goes by Andrew David Russell, is a registered financial advisor currently at RUSSELL WEALTH ADVISORS located in Boone, Iowa and LPL FINANCIAL LLC located in Boone, Iowa.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Andrew has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew David 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew D Russell'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®
None

Experience

Current

December 15, 2017 - Present

RUSSELL WEALTH ADVISORS

Office #1: 611 Story Street, Boone, IA 50036
RIA
CRD#: 290403
Boone, IA
Current

March 27, 2018 - Present

LPL FINANCIAL LLC

Office #1: 611 Story St., Boone, IA 50036
RIA
BD
CRD#: 6413
Boone, IA

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

IAR
Iowa
(12/15/2017)
RR
Iowa
(3/27/2018)
RR
Massachusetts
(5/13/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/5/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/1/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/27/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/27/2018
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RW
RUSSELL WEALTH ADVISORS
RUSSELL WEALTH ADVISORS | RUSSELL WEALTH ADVISORS INC.

CRD#: 290403 / SEC#:

Iowa
Registered Investment Advisory firm - (12/15/2017 Approved)
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Contact information

Main Address
611 Story Street, Boone, IA 50036
Mailing Address
Po Box 634, Boone, IA 50036
Phone number
(515) 432-7000
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts207
AUM (Assets Under Management)$ 90,958,830

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

RUSSELL WEALTH ADVISORS

CRD#: 290403Boone, IA 50036

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Contact information

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