Michael RussCRD Number: 6236033
Current Firm: World Trend Financial Planning Services, Ltd.
Michael Russ (CRD# 6236033) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Cedar Rapids, IA and has over 8 years of experience in the finance industry.
Cedar Point Capital Partners, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Ausdal Financial Partners, Inc.||Davenport, IA||Sep 2018 - Current||3|
|World Trend Financial Planning Services Ltd.||Cedar Rapids, IA||Mar 2013 - Current||9|
|Mt. Mercy University||Cedar Rapids, IA||Sep 2004 - Mar 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management730MILLIONS
Total Number of Accounts4,062ACCOUNTS
Average Account Value$179,741
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, CT, FL, IA, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OK, OR, PA, SD, TX, UT, WI
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