Unclaimed
Russell Gerard Nieland is an investment advisor representative with Cetera Investment Advisers LLC and CWM, LLC, with over 26 years of experience in the industry. Russell has been registered with the state of Iowa since 1997 and holds Series 63, 65, and 7 licenses, as well as the SIE exam. Russell is a Certified Financial Planner™ and specializes in working with high-net-worth individuals, businesses, and charitable organizations.
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.
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.
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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (CEDAR RAPIDS IA)
IA
03/01/2013 - 05/09/2018
LPL FINANCIAL LLC (CEDAR RAPIDS IA)
IA
09/15/1997 - 03/12/2013
ROBERT W. BAIRD & CO. INCORPORATED (CEDAR RAPIDS IA)
WI
01/02/2002 - 09/13/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 09/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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