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Russell Charles Madsen

LPl Financial LLC

Cottonwood Heights, UT

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-05-03
  • UT RA
    APPROVED
    Since 2024-05-03

Branch Locations

6995 S Union Park Ctr Ste 300, Cottonwood Heights, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Co Logan UT 06/2014 10/2017
Mml Investors Services Llc Logan UT 10/2014 10/2017
Army National Guard Logan UT 03/2003 Present
Penn Mutual Life Insurance Company Horsham PA 10/2017 09/2020
Hornor Townsend & Kent Llc Horsham PA 12/2019 09/2020
Adams Wealth Management, Llc Logan UT 09/2020 03/2024
Lpl Financial Llc Cottonwood Heights UT 05/2024 Present
  • 06/2014 → 10/2017
    Massmutual Life Insurance Co
    Logan, UT
  • 10/2014 → 10/2017
    Mml Investors Services Llc
    Logan, UT
  • 03/2003 → Present
    Army National Guard
    Logan, UT
  • 10/2017 → 09/2020
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 12/2019 → 09/2020
    Hornor Townsend & Kent Llc
    Horsham, PA
  • 09/2020 → 03/2024
    Adams Wealth Management, Llc
    Logan, UT
  • 05/2024 → Present
    Cottonwood Heights, UT
Previous Registrations
Other Businesses

1. 04/17/2024- Utah National Guard- Outside/W-2 Employment- UT, 84047- Non Inv Rel- 30 hrs per mnth- Start Date 1/1/2003 2. 04/17/2024- lntermountain Financial Partners- DBA for LPL Business (entity for LPL business- Inv Rel- At Reported Business Location (s) 3. 04/17/2024- Russ Madsen, P LLC- Business Entity For Tax/Investment Purposes Only- UT, 84047- Non Inv Rel- 20 hrs per mnth- Start Date 4/08/2024 4. 04/17/2024- M&W Ventures LLC- Owner- Non Inv Rel- 20 hrs per mnth- Start Date 11/01/2021

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-10
  • S65 Uniform Investment Adviser Law Examination
    2020-09-10
Other Names
  • Russ Madsen
  • Russell Madsen

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