Joshua R Russell
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCMay 2023 to now
- Crossbeam ConstructionJul 2021 to Apr 2023
- Seminole State CollegeJun 2020 to Jul 2021
- UnemployedMar 2020 to Jun 2020
- Specialty ManagementMay 2019 to Mar 2020
- UnemployedSep 2018 to May 2019
- Northstar HomesJan 2018 to Sep 2018
- UnemloyedSep 2017 to Jan 2018
- Crossbeam ConstructionJun 2017 to Sep 2017
- UnemployedApr 2017 to Jun 2017
- Florida State UniversityAug 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7731598
- Firm CRD
- 6363