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Russell Wilson

17 Years of Experience
Elk Grove Village,, IL
BrokerSells Insurance

Russell Wilson is a registered investment advisor, based in Elk Grove Village,, IL, with 17 years of industry experience.

Location

845 Oakton Street, Elk Grove Village,, IL, 60007

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Russell is involved in several business activities, including commercial and rental real estate investments, serving on the Illinois CPA Society Peer Review Committee, and providing insurance sales and service through Avantax Insurance Agency. He also works full-time as a partner at Porte Brown LLC, providing tax and accounting CPA services.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
January 2009 - October 2019 · 10 yrs 9 mos
1st Global Capital CORP.Broker
December 2008 - October 2019 · 10 yrs 10 mos
State Registrations1 state
IL
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.
Russell Wilson - Financial Advisor | TrueAdvisor