Walter Lamond Russell

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-06-24
FL	RA	APPROVED	2026-06-23
TX	RA	APPROVED_RES	2026-06-23
OH	RA	APPROVED	2026-06-22

NC RA
APPROVED

Since 2026-06-24
FL RA
APPROVED

Since 2026-06-23
TX RA
APPROVED_RES

Since 2026-06-23
OH RA
APPROVED

Since 2026-06-22

Branch Locations

6650 Walnut Street, New Albany, OH 43054 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Kestra Advisory Services, Llc	New Albany	OH	04/2016	06/2026
Kestra Investment Services, Llc	New Albany	OH	10/2014	06/2026
Osaic Wealth Inc	New Albany	NY	06/2026	Present

04/2016 → 06/2026

Kestra Advisory Services, Llc

New Albany, OH
10/2014 → 06/2026

Kestra Investment Services, Llc

New Albany, OH
06/2026 → Present

Osaic Wealth Inc

New Albany, NY

Previous Registrations

2016-04-28 → 2026-06-25

Kestra Advisory Services, Llc

New Albany, OH
2014-10-13 → 2016-09-22

Kestra Investment Services, Llc

Austin, TX

New Albany, OH
2011-08-12 → 2014-10-20

Lpl Financial Llc

Westerville, OH

Cincinnati, OH

New Albany, OH
2008-10-10 → 2011-08-16

Ameriprise Financial Services, Llc

Dublin, OH

Columbus, OH
2005-07-06 → 2008-10-21

Chase Investment Services Corp.

Chicago, IL

Gahanna, OH
2004-12-16 → 2005-07-06

Banc One Securities Corporation

Gahanna, OH

Other Businesses

1. WALTER L RUSSELL POSITION: President NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/11/2011 ADDRESS: 6650 Walnut St, New Albany OH 43054, United States DESCRIPTION: We use this for marketing to attract prospective clients to our firm. 2. RUSSELL AND COMPANY DBA POSITION: President NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2011 ADDRESS: 6650 Walnut St, New Albany OH 43054, United States DESCRIPTION: This is a DBA for Russell and Associates, LLC 3. INSURANCE OBA POSITION: Owner NATURE: We offer Insurance (Life, Annuity, LTC) to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2026 ADDRESS: 6650 Walnut, New Albany OH 43054, United States DESCRIPTION: We offer life insurance to clients.