Russell Cleveland is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Salem, OR, with 9 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B 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
302 State St, Salem, OR, 97301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Russell owns 777 Lodging LLC, an AirBnB vacation rental with wine making experience, and Cleveland Leasing LLC, involved in property leasing, agricultural harvesting, and timber/wine grape sales. He spends minimal time on these activities, primarily collecting rent.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations10 states
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