Kristee Skomer (CRD# 4345279) is an Investment Advisor Representative working at Russell Capital Management, LLC in Dayton, OH and has over 5 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Feb 2024 - Current | < 1 |
| Arkadios Capital | Atlanta, GA | Aug 2022 - Current | 1 |
| Russell Total Wealth & Wellness | Dayton, OH | Jul 2021 - Current | 2 |
| The Huntington Investment Company | Columbus, OH | Dec 2000 - Jul 2021 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- OH
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts286ACCOUNTS
-
Average Account Value$229,800
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, OH, TX
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