Russell KassinCRD Number: 4557945
Current Firm: Investment Centers Of America, Inc.
Russell Kassin (CRD# 4557945) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Iron Mountain, MI and has over 15 years of experience in the finance industry. Russell Kassin 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.
Center Street Advisors, Inc.
Msi Financial Services, Inc.
Ameriprise Financial Services, Inc.
|Investment Centers Of America||Iron Mountain, MI||Feb 2012 - Current||5|
|First National Bank & Trust||Iron Mountain, MI||Feb 2012 - Current||5|
|Wells Fargo Advisors LLC||Iron Mountain, MI||Jan 2011 - Jan 2012||1|
|Wells Fargo Bank||Marquette, MI||Jul 2005 - Jan 2012||6|
|Wells Fargo Investments, LLC||Marquette, MI||Jul 2005 - Jan 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV