Benjamin Russell (CRD# 5275173) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Evansville, IN and has over 16 years of experience in the finance industry. Benjamin Russell 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# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kcpag Insurance Services LLC | Evansville, IN | Dec 2016 - Current | 7 |
| Kcpag Financial Advisors, LLC | Evansville, IN | May 2016 - Current | 7 |
| Kemper Capital Management LLC | Evansville, IN | Feb 2016 - Current | 8 |
| Securities America, Inc. | Evansville, IN | Feb 2016 - May 2019 | 3 |
| Fifth Third Bank | Evansville, IN | Jul 2005 - Feb 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- IL
- IN
- KY
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$40,019
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, KY, LA, MO, TN, TX
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