Russell Garrett Stehling

Employer firm

Avid Wealth Partners, LLC CRD 323124

$299M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → 07/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2003 → 07/2020
  Northwestern Mutual Investments Services, Llc
  San Antonio, TX
• 07/2014 → 07/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2020 → 11/2022
  Gwm Advisors, Llc
  New Orleans, LA
• 07/2020 → 11/2022
  New Edge Advisors, Llc
  San Antonio, TX
• 11/2022 → Present
  Avid Wealth Partners, Llc
  San Antonio, TX

Previous Registrations

• 2020-07-16 → 2022-11-01
  Newedge Advisors
  San Antonio, TX
  New Orleans, LA
• 2008-10-06 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  San Antonio, TX
  San Antonio, TX

Other Businesses

Avid Risk Management, Investment Related, San Antonio, Texas, Insurance and Financial Planning, Licensed Insurance Agent, 07/16/2020, Hours per month: 20, Hours per month during business securities trading: 20, Sales and service of insurance policies.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-02-06

Designations

• Chartered Financial Consultant

Other Names

• Russell Stehling