Russell Peterson
Russell Peterson is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Waukesha, WI, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI, 53188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Russell receives trails from non-variable insurance products, including life, disability, and health insurance, dedicating minimal time to this activity. He also provides investment advisory services through IAG Wealth Partners, LLC, spending nearly full-time on this endeavor, which also serves as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Iag Wealth Partners, LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations6 states
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.