Russell Garrison Kroeger
Investment adviser representative at Upstart Wealth Management, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$385.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Paradigm Wealth, Inc. (trayecto)Oct 2020 to now
- Upstart Wealth Management, LLCSep 2018 to now
- Michael Powsner CpaMar 2017 to Apr 2017
- Paradigm Wealth Architects, LLCFeb 2017 to Mar 2021
- Yeske Buie Inc.Jan 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, MA, NC, TX).
Upstart Wealth Management, LLC
$385.9MAssets managed
91Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6215669
- Firm CRD
- 173728