AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RR

Richard J. Russo

FREEDOM FORMULA WEALTH MANAGEMENT
Sacramento, CA
Some features on this profile are disabled
CRD#: 6601024
RR

Professional summary

Richard James Russo II, CFP®, who also goes by Russo James Rico, Richard James Russo, is a registered financial advisor currently at FREEDOM FORMULA WEALTH MANAGEMENT located in Sacramento, California.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Richard has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Russo James Rico | Richard James Russo

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 Richard James Russo II'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®
CFP®

Certified Financial Planner

Experience

Current

May 22, 2026 - Present

FREEDOM FORMULA WEALTH MANAGEMENT

RIA
CRD#: 340258
Sacramento, CA
Past

February 3, 2016 - December 19, 2023

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
ROSEVILLE, CA

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
(5/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/21/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/25/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/3/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FF
FREEDOM FORMULA WEALTH MANAGEMENT
FREEDOM FORMULA WEALTH MANAGEMENT | FREEDOM FORMULA WEALTH MANAGEMENT LLC

CRD#: 340258 / SEC#:

Michigan
Registered Investment Advisory firm - (2/19/2026 Approved)
Loading...

Contact information

Main Address
Rochester, MI
Mailing Address
Phone number
(989) 245-2242
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

FREEDOM FORMULA WEALTH MANAGEMENT

CRD#: 340258Sacramento, CA

TRUST BUT VERIFY

Monitor Richard Russo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.