Russell Mahan

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2015 → 09/2018
  Ohio National Equities Inc
  Cincinnati, OH
• 10/2015 → 09/2018
  Ohio National Financial Services
  Cincinnati, OH
• 10/2018 → 10/2020
  Transamerica Capital, Inc
  Denver, CO
• 12/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2003-05-20 → 2005-12-05
  Msi Financial Services, Inc.
  Atlanta, GA
• 2002-03-07 → 2003-05-21
  Charles Schwab & Co., Inc.
  Charlotte, NC

Other Businesses

RENTAL PROPERTY, INV RELATED, CHARLOTTE, NC, 100% OWNERSHIP, START 7/1/2008, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER. MAX FISHER BOYS & GIRLS CLUB; INV RELATED; RIVIERA BEACH, FL; ADVISORY BOARD/TREASURER; START 4/20/2022; 3 HOURS PER MONTH; ZERO HOURS DURING TRADING ; DISCUSSING SAFETY UPDATES, WAYS TO INCREASE EFFICIENCIES AROUND OPERATION OF CLUB. REPORTING OUT ON CASH FLOWS AND THE GENERAL LEDGER. GARDENS WEALTH MANAGEMENT LLC, INV RELATED, PALM BEACH GARDENS, FL, 25% OWNERSHIP, START 12/23/2021, 40 HRS PER MONTH, 40 HRS DURING TRADING, FINET PRACTICE. JACK AND JILL STOCK MARKET CHALLENGE; INV RELATED; WASHINGTON, DC; COACH; START 1/16/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; TEACHING YOUTH FINANCIAL LITERACY. GARDENS WEALTH LEGACY PARTNERS LLC, INV RELATED, PALM BEACH GARDENS, FL, 25% OWNERSHIP, START 10/31/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. GARDENS WEALTH HOLDCO LLC , INV RELATED, PALM BEACH GARDENS, FL, 20.025% OWNERSHIP, START 10/31/2023, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. SIGMA PI PHI FRATERNITY, INC; INV RELATED; ATLANTA,GA; COMMUNITY EMPOWERMENT; FINANCE COMMITTEE MEMBER; START DATE: 09/12/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RIZE WEALTH MANAGEMENT LLC; INV RELATED; GOLDEN VALLEY, MN; FINET PRACTISE ;25% OWNERSHIP; START DATE: 09/02/2025; 4 HRS PER MONTH; 4 HRS DURING TRADING;| POWER OF ATTORNEY FOR SPOUSE; INV RELATED; GOLDEN VALLEY, MN; POA; START DATE: 05/15/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;| GARDENS GROWTH PARTNERS, LLC; INV RELATED; PALM BEACH GARDENS, FL; MERCHANT PARTNERSHIP.;25% OWNERSHIP;START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| EPSILON LAMBADA MEMBER BOULE/CHAPTER OF SIGMA PI PHI FRATERNITY, INC.; INV RELATED; ATLANTA, GA; WHEREAS IT SEEMS WISE AND GOOD THAT MEN OF AMBITION, REFINEMENT AND SELF-RESPECT SHOULD SEEK THE SOCIETY OF ONE ANOTHER, BOTH FOR THE MUTUAL BENEFIT AND TO BE AN EXAMPLE OF THE HIGHER TYPE OF MANHOOD; TERM IS 2 YEARS; TREASURER; START DATE: 02/19/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2021-01-25
• S65 Uniform Investment Adviser Law Examination
  2001-06-29
• S63 Uniform Securities Agent State Law Examination
  1998-12-16

Other Names

• Russ Mahan
• Sherman Mahan
• Sherman Russell Mahan
• Sherman R Mahan Jr
• Sherman Russell Mahan
• Russell Mahan