Sarah Russell, financial advisor Springfield MO
88 score

Sarah Russell

CRD Number: 6326604
Current Firm: Arvest Wealth Management

Sarah Russell (CRD# 6326604) is an Investment Advisor Representative working at Arvest Wealth Management in Springfield, MO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Bank Springfield, MO May 2016 - Current < 1
Arvest Wealth Management Springfield, MO May 2016 - Current < 1
Umb Bank Springfield, MO Mar 2014 - May 2016 2
Us Bank Springfield, MO Sep 2005 - Mar 2014 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Sarah L. Russell
Phone Number: 479 770 1825
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,357
    MILLIONS
  • Total Number of Accounts
    6,456
    ACCOUNTS
  • Average Account Value
    $210,211
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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