Unclaimed Profile

Kelly Jean Russell

FINANCIAL PLANNERS OF CLEVELAND, INC.·MAYFIELD HEIGHTS, Ohio

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record26 years registeredFINANCIAL PLANNERS OF CLEVELAND, INC.

6095 PARKLAND BLVD., SUITE 210, MAYFIELD HEIGHTS, OH 44124CRD# 3240431Firm CRD# 120086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Jean Russell · MAYFIELD HEIGHTS, OH

Registration

CRD #3240431 · FINANCIAL PLANNERS OF CLEVELAND, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL PLANNERS OF CLEVELAND, INC.

SEQUOIA FINANCIAL GROUP, L.L.C.

Jan 2022 – Mar 2023

Mayfield Heights, OH

NCA FINANCIAL PLANNERS

Dec 1999 – Nov 2022

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · December 7, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL PLANNERS OF CLEVELAND, INC.

CRD 120086 · SEC 801-67059

AUM

$759M

Regulatory assets under management

Employees

1,873 client accounts

Services offered by FINANCIAL PLANNERS OF CLEVELAND, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIAL PLANNERS OF CLEVELAND, INC. →

Introduction

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Frequently Asked Questions

What services does Kelly Jean Russell offer?

Kelly Jean Russell specializes in Financial Planning, Investment Management.

What are Kelly Jean Russell's credentials?

Kelly Jean Russell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Jean Russell located?

Kelly Jean Russell is based in MAYFIELD HEIGHTS, Ohio, last registered with FINANCIAL PLANNERS OF CLEVELAND, INC..

How does Kelly Jean Russell charge for services?

Kelly Jean Russell's firm is compensated through percentage of aum, subscription fees, other: fee for monitoring third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL PLANNERS OF CLEVELAND, INC.?

FINANCIAL PLANNERS OF CLEVELAND, INC. has approximately 22 employees and manages $759M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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