Michelle RussellCRD Number: 5972949
Current Firm: Bmo Harris Financial Advisors, Inc.
Michelle Russell (CRD# 5972949) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Wausau, WI and has over 4 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Associated Retirement Planners, Inc.
|Bmo Harris Financial Advisors, Inc.||Wausau, WI||Aug 2012 - Current||4|
|M&i Financial Advisors Inc.||Wausau, WI||Feb 2011 - Current||5|
|M&i Bank||Wausau, WI||Oct 2009 - Feb 2011||1|
|Merry Maids||Weston, WI||Jun 2008 - Oct 2009||1|
|Shopko||Wausau, WI||Mar 2008 - May 2008||< 1|
|Michael's Arts & Crafts||Wausau, WI||Sep 2006 - Mar 2008||1|
|Marathon High School||Marathon, WI||Sep 2006 - Jan 2008||1|
|Bay Port High School||Suamico, WI||Sep 2004 - Jun 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Oct 2011|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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