Michael Paul Russell
Investment adviser representative at Cetera Planning Partners
7 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$4.2BFirm assets
Are you Michael Paul Russell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Cetera Planning PartnersMar 2022 to now
- Cboe Global MarketJan 2022 to Mar 2022
- Centriq TrainingJul 2021 to Oct 2021
- Creative PlanningJun 2015 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, KS, TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 6284115
- Firm CRD
- 129625