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Russell Ernest Blahetka

Tempus Wealth Planning, LLC

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About Russell Ernest Blahetka

Russell Blahetka is a financial advisor who has been working in the industry since 2002. Russell Blahetka is a Certified Financial Planner and holds Series 7, 24, and 66 securities licenses. Currently, Russell Blahetka is a Registered Representative at Tempus Wealth Planning, LLC where he is involved in financial planning and portfolio management for individuals and businesses. Russell Blahetka has been with Tempus Wealth Planning, LLC since 2022. Previously, Russell Blahetka worked at Waddell & Reed, Inc. from 2002-2011.

Firm Information

Russell Blahetka is currently registered with Tempus Wealth Planning, LLC. Tempus Wealth Planning, LLC is an investment advisor based in Irvine, CA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm has approximately $400.48 million in regulatory assets under management.
Tempus Wealth Planning, LLC

100 SPECTRUM CENTER DRIVE

IRVINE, CA 92618

$400.48M

Assets Under Management

4

Total Clients

10

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Blahetka’s Registration & Firm History

IN

05/11/2022 - Present

Tempus Wealth Planning, LLC (Schererville IN)

CA

07/11/2002 - 04/26/2011

WADDELL & REED, INC. (CAMPBELL CA)

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Licenses & Designations

BOTH

Issued 07/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/2008

Series 24 - General Securities Principal Examination

BC

Issued 07/10/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Russell Ernest Blahetka.
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