Russell
Stehling
Avid Wealth Partners, LLC
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About this Advisor
Russell Stehling is a financial advisor based in San Antonio, Texas, working with Avid Wealth Partners, LLC. Russell has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investments Services, LLC, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Gwm Advisors, LLC, Avid Wealth Partners, LLC, and New Edge Advisors, LLC. Russell has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Russell is part of Avid Wealth Partners, LLC, which operates out of San Antonio, Texas. The firm has 9 employees and manages assets totaling $163.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Avid Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
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Avid Wealth Partners, LLC Brokerage Details
$163,516,057
9
639
$255,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Russell Stehling Work History
Avid Wealth Partners, LLC
Gwm Advisors, LLC
New Edge Advisors, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investments Services, LLC
Disclosures
Please visit the SEC profile of Russell Stehling 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 Avid Wealth Partners, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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