Steve Russell
Steve Russell is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Incline Village, NV, with 26 years of industry experience. Steve is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
938 Tahoe Blvd, Incline Village, NV, 89451
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Other Business Activities
Steve owns multiple rental properties in Reno, NV and Burlington, VT, dedicating minimal time to some and about 10-20% of his time to others as a property manager. He also serves on the investment committee for Thunderbird Lodge Preservation Society, spending a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations21 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.
Exams
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