Georges
Wakim

Russell Investments

CRD#6767936
Investment Advisor
in Milwaukee, WI

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About this Advisor

Georges Wakim is a financial advisor based in Milwaukee, Wisconsin who has 6 years of industry experience. Wakim is currently employed by Russell Investments. Wakim has gained experience at Northwestern Mutual Life Insurance Company, Wheaton Franciscan Healthcare, Northwestern Mutual Investment Services, LLC and Russell Investments. Wakim holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington and Wisconsin. Russell Investments is a business operating out of Seattle, WA. It has offices in two locations and a total of 651 advisors. It handles $47 billion in assets among its 69,895 client accounts, making it one of the biggest firms in the nation by assets under management. Russell Investments has a number of services, including 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. Financial management fees vary depending on which service is provided. However, fees charged by Russell Investments may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

100 E Wisconsin Ave Ste 1550
Milwaukee, WI 53202

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Russell Investments Brokerage Details

Total Assets Under Management

$47,233,145,795

WI Average: $3,566,627,242
Total Number of Employees

651

WI Average: 46
Total Number of Accounts

69,895

WI Average: 1,499
Average Account Size

$675,773

WI Average: $2,379,338

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

Georges Wakim Work History

Georges has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Russell Investments

2017 - 2017 (< 1 year)

Northwestern Mutual Life Insurance Company

2017 - 2017 (< 1 year)

Northwestern Mutual Investment Services, LLC

2012 - 2017 (5 years)

Wheaton Franciscan Healthcare

*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 Georges Wakim 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

Kelsey Anderson
Milwaukee, WI
Martin Roche
Milwaukee, WI
Lamuweri Guluka
Milwaukee, WI
Kyle Siska
Milwaukee, WI
Jacob Kelderman
Milwaukee, WI
Michael Callahan
Milwaukee, WI
Chad Thomas-Killam
Van Meter, IA
Georges Wakim
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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