Brian Truman Russell

Employer firm

Avantax Planning Partners, Inc. CRD 106237

$7.57B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/1991 → Present
  Russell & Assoc. Llc
  Winona, MN
• 11/2006 → 09/2020
  Proequities, Inc
  Winona, MN
• 11/2006 → Present
  Avantax Planning Partners, Inc
  Winona, MN
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Winona, MN
• 03/2020 → Present
  Avantax Planning Partners
  Winona, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Winona, MN

Other Businesses

1. HONKAMP KRUEGER FINANCIAL SERVICES; INDEPENDENT RIA; START-01/01/2004; 20 HRS/MO. RUSSELL & ASSOCIATES LLC; NOT INVESTMENT RELATED; 111 RIVERFRONT, SUITE 401 WINONA MN 55987; PROVIDE SERVICES TO CLIENTS AS A CPA AND MANAGE OPERATIONS OF FIRM; PRESIDENT & CPA; STARTED 1/1/04; 240 HRS/MO. 2. TRUSTEE WILMA JOHNSON LIVING TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2019 ADDRESS: 1432 Highland Dr, Winona MN 55987, United States DESCRIPTION: Trustee 3. CONSERVATOR FOR CLARENCE RUSSELL POSITION: Conservator NATURE: Conservator INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 1432 Highland Dr, Winona MN 55987, United States DESCRIPTION: Conservator 4. AVANTAX PLANNING PARTNERS POSITION: Registered Investment Advisor NATURE: Advisory INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/02/2020 ADDRESS: 111 RIVERFRONT, SUITE 401, WINONA MN 55987, United States DESCRIPTION: Advisory 5) RUSSELL & ASSOCIATES, LLC. POSITION: President/Accountant NATURE: Public accounting and consulting services firm INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2004 ADDRESS: 111 RIVERFRONT, Suite 401, WINONA MN 55987, United States DESCRIPTION: Provide accounting and tax prep services to clients

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-11-29