Richard C Russell

Employer firm

Oneamerica Securities, Inc. CRD 4173

$306M regulatory AUM 8,795 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:

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

Current Employers

Employment History

• 05/2017 → 04/2019
  Proequities, Inc.
  Farmington Hills, MI
• 09/1973 → Present
  American United Life
  Farmington Hills, MI
• 03/2021 → Present
  Oneamerica Securities
  Farmington Hills, MI
• 12/2001 → 03/2017
  Oneamerica Securities
  Farmington Hills, MI
• 01/1997 → 02/2021
  Northstar Plan Services
  Farmington Hills, MI

Previous Registrations

• 2017-06-06 → 2019-04-08
  Concourse Financial Group Securities, Inc.
  Farmington Hills, MI
  Farmington Hills, MI
  Birmingham, MI
• 2010-02-09 → 2017-03-24
  Oneamerica Securities, Inc.
  Farmington Hills, MI
  Farmington Hills, MI
  Farmington Hills, MI

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities)**Owner: Russell Enterprises Inc. - real estate investment**Managing Partner: Palm Springs Tanning, LLC - tanning salon**Owner: Orchard Ridge Properties - real estate investment**President : Northstar Plan Services Inc. - Insurance Sales and Service

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-17

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Richard C Russell
• Richard Carl Russell
• Rick Russell
• Richard Russell