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Russell D Ahlers

Credit Union Investment Services

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About Russell D Ahlers

Russell Ahlers is a financial advisor at Credit Union Investment Services. Russell has been working in the financial industry since 2001. Russell's focus is on providing financial planning and portfolio management services to individuals. Russell also offers educational seminars for clients.

Firm Information

Russell Ahlers is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Russell Ahlers’s Registration & Firm History

NC

11/30/2023 - Present

Credit Union Investment Services (Statesville NC)

SC

01/13/2021 - 06/22/2023

LPL FINANCIAL LLC (FORT MILL SC)

NC

04/09/2014 - 12/15/2020

P.J. ROBB VARIABLE CORPORATION (Charlotte NC)

NC

07/26/2005 - 02/28/2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

CA

06/01/2004 - 05/24/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

NY

05/02/2003 - 06/11/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/08/2002 - 03/11/2003

QUICK & REILLY, INC. (NEW YORK NY)

MN

09/21/2001 - 07/25/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/21/2001 - 07/25/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/25/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Russell D Ahlers. Review regulatory record here.
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