Chad
Thomas-Killam
Russell Investments
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About this Advisor
Chad Thomas-Killam is a financial advisor working out of Van Meter, Iowa, with a total of 2 years of industry experience. Thomas-Killam is currently employed by Russell Investments. During their career, Thomas-Killam has held roles at Nylife Securities LLC, New York Life Insurance Co, Principal Life Insurance Company, Princor Financial Services Corporation, Principal Funds Distributor, Inc and Russell Investments Financial Services, LLC. Thomas-Killam holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Russell Investments is a financial advisory business based out of Seattle, WA. The investment advisory business has offices in two locations and a total of 651 financial advisors. It oversees $47 billion in assets under management across its 69,895 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The business performs a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. Fees charged by Russell Investments most likely include some combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Russell Investments Brokerage Details
$47,233,145,795
651
69,895
$675,773
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Chad Thomas-Killam Work History
Chad has been registered as a financial advisor for 2 years.*
Russell Investments Financial Services, LLC
Principal Funds Distributor, Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Nylife Securities LLC
New York Life Insurance Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Thomas-Killam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Russell Investments
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
New York, NY
New York, NY
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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