Luke
Russell

Spc

CRD#5619316
Investment Advisor
in Midland, MI

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About this Advisor

Luke Russell is a financial advisor working out of Midland, Michigan, with 11 years of professional experience. Russell is currently employed by Spc. The advisor has gained experience at Edward Jones and Sigma Financial. Russell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California, Florida, Louisiana, Michigan, Minnesota, Nevada, New Jersey, New Mexico, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Washington. Spc is an advisory business that has its headquarters in Midland, Michigan. It has offices in 463 locations and a total of 729 employees. It administers $4 billion in assets across its 23,132 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 23,132 customer accounts, just 9% are associated with high-net-worth clients who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Spc most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

4015 Jefferson Ave
Midland, MI 48640

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Spc Brokerage Details

Total Assets Under Management

$3,598,547,384

MI Average: $943,424,332
Total Number of Employees

729

MI Average: 21
Total Number of Accounts

23,132

MI Average: 1,586
Average Account Size

$155,566

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Luke Russell Work History

Luke has 12 years of experience.

2015 - Present (5 years)

Sigma Financial

2008 - 2015 (7 years)

Edward Jones

Disclosures

Luke Russell has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Craig Freund
Lisle, IL
Andrew Grimston
Allen Park, MI
Jeremy Fortin
Englewood, CO
Janet Rzewnicki
Wilmington, DE
Robert Wilber
Elyria, OH
Steven Belloli
East Lansing, MI
Broc Stradley
Ann Arbor, MI
Charles Milliken
Ann Arbor, MI

This content was compiled from the SEC and FINRA.

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