Russ Kaplan Investments

Russ Kaplan Investments (CRD# 124131) is a financial advisory firm headquartered in , . They manage $13,040,008 in 142 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $91,831
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NE

Financial Advisors at Russ Kaplan Investments
Showing 1 - 3 of 3 top financial advisors.
1
Timothy A. Hahn
CRD#: 3271903
Omaha, NE
93
Wealthminder
score

Timothy Hahn (CRD# 3271903) is an Investment Advisor Representative working at Russ Kaplan Investments in Omaha, NE and has over 10 years of experience in the finance industry.

2
Russell L. Kaplan
CRD#: 1408178
Omaha, NE
93
Wealthminder
score

Russell Kaplan (CRD# 1408178) is an Investment Advisor Representative working at Russ Kaplan Investments in Omaha, NE and has over 22 years of experience in the finance industry.

3
James B. Meyers
CRD#: 5695208
Omaha, NE
93
Wealthminder
score

James Meyers (CRD# 5695208) is an Investment Advisor Representative working at Russ Kaplan Investments in Omaha, NE and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.