Kevin Mcauliffe is a registered investment advisor at Russell Investments, based in Milwaukee, WI, with 22 years of industry experience. Kevin 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
833 E. Michigan Street Suite 850 MILWAUKEE, WI 532, Milwaukee, WI, 53202
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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 →Employment History
Current Registrations
Russell Investments
Russell Investments Financial Services, LLCBroker
Russell Investments Financial Services, LLC
Previous Registrations
Ehlert Financial Group, INC.
Forum Financial Management, LP
Legend Equities CorporationBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Prudential Annuities Distributors, INCBroker
Columbia Funds Distributor, INC.Broker
Eaton Vance Distributors, INC.Broker
State Registrations53 states
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