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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-17
AK RA APPROVED 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2026-08-17
  • AK RA
    APPROVED
    Since 2021-07-21

Branch Locations

191 E Swanson Ave, Ste 101, Wasilla, AK 99654 • United States

3150 C Street, Suite 235, Anchorage, AK 99503 • United States

205 E Benson Blvd #100, Anchorage, AK 99503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Wasilla AK 02/2002 07/2021
Various Insurance Carriers Of W & R Insurance Agencies Wasilla AK 08/2002 07/2021
Rene Russ Wasilla AK 04/2011 07/2021
Kingfisher Properties Llc Wasilla AK 08/2013 07/2021
Kalmbach Homeowners Association Inc Wasilla AK 10/2018 07/2021
Kingfisher Properties Llc Wasilla AK 08/2013 07/2021
Lpl Financial Llc Wasilla AK 07/2021 Present
  • 02/2002 → 07/2021
    Waddell & Reed Inc
    Wasilla, AK
  • 08/2002 → 07/2021
    Various Insurance Carriers Of W & R Insurance Agencies
    Wasilla, AK
  • 04/2011 → 07/2021
    Rene Russ
    Wasilla, AK
  • 08/2013 → 07/2021
    Kingfisher Properties Llc
    Wasilla, AK
  • 10/2018 → 07/2021
    Kalmbach Homeowners Association Inc
    Wasilla, AK
  • 08/2013 → 07/2021
    Kingfisher Properties Llc
    Wasilla, AK
  • 07/2021 → Present
    Wasilla, AK
Previous Registrations
  • 2002-08-15 → 2021-07-21
    Waddell & Reed
    Wasilla, AK
    Anchorage, AK
    Anchorage, AK
    Juneau, AK
    Seattle, WA
Other Businesses

1. 10/12/2021 - Financial Planning and Asset Management - DBA: R+R Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/21/2021 - 800 Hours Per Month/15 Hours During Securities Trading. 2. 10/28/2021 - Kingfisher Properties LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started - 01.11.2013 - Owner of LLC for real estate rental. No properties held in the LLC at this time- 0 Hrs/Mth - 0 Hrs During Trading. 3. 10/28/2021 - Rene Russ LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Sole Owner - Started 10/16/2013 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 07/24/2025 - R+R Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/23/2025 - 140 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-08-12
  • S66 Uniform Combined State Law Examination
    2002-08-12
Other Names
  • Rene Lyn Kerr
  • Rene Lyn Zarich
  • Rene Russ

View on SEC IAPD

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