Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Russell is a financial advisor with LPL Financial LLC in Marshfield, WI. Michelle has been in the financial services industry since 2011 and has extensive experience in providing financial planning, portfolio management and consulting services to individuals, businesses and institutions. Michelle is a Certified Financial Planner™ professional and holds Series 7, 63, and 65 securities licenses. Michelle has previously worked with BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc., Connexus Credit Union, and BMO Harris Bank.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/24/2021 - Present
LPL Financial LLC (Marshfield WI)
WI
09/19/2016 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (Marshfield WI)
WI
08/01/2012 - 07/19/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (WAUSAU WI)
WI
09/20/2011 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WAUSAU WI)
IA
Issued 12/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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