Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Tieman is a financial advisor who has been in the industry since January 27, 2000. Currently, Russell works for Gallagher Fiduciary Advisors, LLC, but has also worked for firms like Triad Advisors LLC, KESTRA INVESTMENT SERVICES, LLC and VALMARK SECURITIES, INC. Russell specializes in financial planning, portfolio management, and retirement planning. Russell holds Series 6, 7, 63, and 65 securities licenses and has experience working with a variety of clients including high-net-worth individuals, corporations, and retirement plans.
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.
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.
See schedule d misc. for explanation
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.
1
2
WI
04/08/2022 - Present
Gallagher Fiduciary Advisors, LLC (Madison WI)
WI
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Madison WI)
WI
02/07/2018 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Madison WI)
WI
09/30/2010 - 02/07/2018
VALMARK SECURITIES, INC. (MADISON WI)
WI
01/28/2000 - 10/08/2010
WALNUT STREET SECURITIES, INC. (MADISON WI)
IA
Issued 12/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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