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Russell Engstrom

38 Years of Experience
Saint Paul, MN
BrokerSells Insurance

Russell Engstrom is a registered investment advisor at Cetera Investment Advisers LLC, based in Saint Paul, MN, with 38 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3264 Rice St, Saint Paul, MN, 55126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Russell operates under the DBA On Trac Financial and sells life and health insurance through various carriers. He also volunteers as a quality control mechanic for Free Bikes for Kids, a non-profit organization, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
July 1996 - Present · 29 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
1717 Capital Management CompanyBroker
January 1995 - July 1996 · 1 yr 6 mos
Fortis Investors, INC.Broker
January 1992 - December 1994 · 2 yrs 11 mos
First American National Securities, INC.Broker
July 1987 - October 1991 · 4 yrs 3 mos
State Registrations11 states
AZCACOFLIAMNMONDORTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.