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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell is a financial advisor with Rehmann Wealth, a firm with offices in Lansing, MI and other locations. James is a CERTIFIED FINANCIAL PLANNER™ professional, and has been working in the financial services industry since 2003. His previous experience includes working with Royal Alliance Associates, Inc., LPL Financial LLC, and Edward Jones, among others. James holds a number of licenses and registrations, including Series 7, Series 63, Series 65, and Series 66. James’s clients include individuals, high-net-worth individuals, and pension and profit sharing plans. The firm provides a range of advisory services, including financial planning, portfolio management, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Servicing fees from custodians
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2
MI
09/22/2017 - Present
Rehmann Wealth (LANSING MI)
MI
01/24/2017 - 12/31/2017
REHMANN FINANCIAL NETWORK, LLC (LANSING MI)
MI
01/10/2014 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (LATHRUP VILLAGE MI)
MI
12/11/2009 - 01/17/2014
LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)
MI
08/20/2009 - 11/30/2009
CHASE INVESTMENT SERVICES CORP. (FLINT MI)
MI
08/15/2008 - 08/24/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (AUBURN HILLS MI)
MI
10/01/2007 - 08/01/2008
TRIAD ADVISORS, INC. (TROY MI)
MI
02/14/2005 - 10/02/2007
MUTUAL SERVICE CORPORATION (TROY MI)
MO
05/14/2003 - 02/15/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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