Skip to content

Connor Ian Russell

Investment adviser representative at Capital Advisors Wealth Management
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business

Are you Connor Ian Russell? Claim your profile

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

Experience

11 years in the industry.

  1. Capital Advisors Wealth ManagementApr 2024 to now
  2. Cwu College of BusinessAug 2023 to Apr 2024
  3. Walmart SupercenterJun 2021 to Sep 2021
  4. Walmart SupercenterJun 2020 to Sep 2020
  5. EducationJan 2015 to May 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (WA).

Capital Advisors Wealth Management

Legal name: Capital Advisors Wealth Management, LLC

$1.1BAssets managed
1,051Clients
6Advisers
6 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
8027209
Firm CRD
309387
Advisor's SEC record (opens in a new tab)
CallContact this firm