Isaac Russell, financial advisor Traverse City MI

Isaac Russell

CRD Number: 7067225
Current Firm: Optimal Capital Advisors, LLC

Isaac Russell (CRD# 7067225) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Optimal Capital Advisors, LLC Traverse City, MI Jan 2019 - Current 3
Michigan State University East Lansing, MI Sep 2016 - Dec 2018 2
Optimal Capital Advisors, LLC Traverse City, MI May 2018 - Aug 2018 < 1
Boathouse Restaurant Traverse City, MI Jun 2015 - Aug 2018 3
Northwestern Michigan College Traverse City, MI Sep 2015 - May 2016 < 1
Blue Sky Boat Rentals Traverse City, MI Jun 2015 - Aug 2015 < 1
Central High School Traverse City, MI Sep 2011 - Jun 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Isaac J. Russell
Phone Number: 231-933-4677
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    112
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $305,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, MI, NV

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