Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Russ is a registered Investment Advisor Representative with Savant Wealth Management. Michael has been in the industry since 2013 and is currently active in Iowa. Michael is also a pitching coach and spends some of his time outside of the finance industry training athletes. Michael has a strong background in financial planning and portfolio management, and is committed to providing clients with personalized advice and service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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IL
10/04/2022 - Present
Savant Wealth Management (ROCKFORD IL)
IA
09/12/2018 - 10/07/2022
AUSDAL FINANCIAL PARTNERS, INC. (Cedar Rapids IA)
IA
01/08/2014 - 12/14/2018
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. (CEDAR RAPIDS IA)
BC
Issued 01/21/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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