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Stephen Edward Krezinski

Russell Investments

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About Stephen Edward Krezinski

Stephen Krezinski is a financial advisor with Russell Investments. Stephen has been in the industry since 2007 and has a Series 6, 7, 63 and 65 licenses as well as the SIE exam. Stephen has worked at Wells Fargo Funds Distributor, LLC previously and is currently registered in Minnesota, North Dakota, Washington and Wisconsin. Stephen specializes in providing investment advice for individuals, businesses, pooled investment vehicles and investment companies.

Firm Information

Stephen Krezinski is currently registered with Russell Investments. Russell Investments is a Seattle-based investment firm with over $5 trillion in regulatory assets under management. They provide portfolio management services for individuals, businesses, investment companies, pooled investment vehicles, and pension plans. They also offer selection of other advisors and pension consulting.
Russell Investments

1301 SECOND AVENUE

SEATTLE, WA 98101

$52.48B

Assets Under Management

Not reported

Total Clients

71

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of revenue/intracompany agrmts and % of assets/advsmt

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Stephen Krezinski’s Registration & Firm History

MN

04/01/2010 - Present

Russell Investments (Wayzata MN)

WI

06/27/2007 - 03/23/2010

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 09/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Edward Krezinski.
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