Isaac Russo

LPL Financial LLC

1 Year of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

4582 S Ulster St., Suite 1300, Denver, CO, 80237

Get directions

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.

Employment History

Current Registrations

LPL Financial LLCBroker

August 2025 - Present · 6 mos

Denver Wealth Management, INC.

May 2024 - Present · 1 yr 9 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.