Michael Roth is a CFA-designated registered investment advisor at Russell Investments, based in Greenfield, WI, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B 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
Greenfield, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Russell Investments
Russell Investments Financial Services, LLCBroker
Russell Investments Financial Services, LLC
Previous Registrations
Annex Wealth Management, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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