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Russell Brayton Adelmann

Adelmann Financial, Inc.

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About Russell Brayton Adelmann

Russell Adelmann is a financial advisor with Adelmann Financial, Inc., located in COLORADO SPRINGS, CO. Russell has been in the financial industry since 1992 and has a broad range of experience in the industry. Russell has passed both the Series 7 and Series 63 exams. Russell is also a Certified Financial Planner. Russell works with individuals, charitable organizations and pension and profit-sharing plans. Russell is registered in Colorado and Texas as an Investment Advisor Representative.

Firm Information

Russell Adelmann is currently registered with Adelmann Financial, Inc.. Adelmann Financial, Inc. is an investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $79.8 million in assets.

$79.79M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Russell Adelmann’s Registration & Firm History

CO

05/07/2018 - Present

Adelmann Financial, Inc. (COLORADO SPRINGS CO)

CO

06/07/2001 - 04/05/2004

INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)

CO

06/17/1994 - 11/30/1999

INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)

MO

04/21/1992 - 07/01/1994

EVEREN SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 05/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Russell Brayton Adelmann.
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