Russell Adelmann (CRD# 2202065) is an Investment Advisor Representative working at Adelmann Financial, Inc. in Colorado Springs, CO and has over 31 years of experience in the finance industry. Russell Adelmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6403098
Rfg Advisory, LLC
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adelmann Financial, Inc. | Colo Spgs, CO | Jun 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
- CO
- TX
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$245,518
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, TX
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