Christopher Todd 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:

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

Current Employers

Employment History

• 04/2002 → 03/2019
  First Protective
  Birmimgham, AL
• 05/2006 → 04/2019
  Proequities, Inc
  Franklin, TN
• 04/2019 → 01/2025
  Lincoln Financial Securities Corporation
  Franklin, TN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Franklin, TN

Previous Registrations

• 2019-04-01 → 2025-01-24
  Osaic Fs, Inc.
  Franklin, TN
  Radnor, PA
  Franklin, TN
  Franklin, TN
• 2006-09-11 → 2019-04-12
  Concourse Financial Group Securities, Inc.
  Franklin, TN

Other Businesses

1) PRIVATE CLIENT STRATEGIES, LLC- TODD RUSSELL POSITION: Managing Director NATURE: I am an insurance specialist and sell life, DI, LTC and annuities to clients of financial planners. I also wholesale insurance products to agents and registered reps. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 02/03/2017 ADDRESS: 1650 Murfreesboro Road, Suite 223, Franklin TN 37067, United States DESCRIPTION: I sell life, disability, LTC insurance and annuities as an agent, and I also wholesale registered reps and agents. 2) CHRISTOPHER T. RUSSELL/PRIVATE CLIENT STRATEGIES, LLC. 109 INTERNATIONAL DRIVE SUITE 101 FRANKLIN, TN 37067 CATEGORY: MEDIA INVESTMENT-RELATED: YES TITLE: AGENT/OWNER/AUTHOR DUTIES: AUTHOR BOOK ON PRIVATE CLIENT STRATEGIES TO HELP ADVISERS IDENTIFY OPPORTUNITIES TO WORK WITH A SPECIALIST. START DATE: 12/2019 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) PRIVATE CLIENT STRATEGIES LLC, 109 INTERNATIONAL DRIVE, STE 101, FRANKLIN TN CATEGORY: CONSULTING INVESTMENT RELATED: NO TITLE: CONSULTANT DUTIES: REVIEW DOCUMENTS RELATING TO BUY-SELL PROVISIONS BETWEEN BUSINESS OWNERS START DATE: 10/2021 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 4) PRIVATE CLIENT STRATEGIES, LLC, 109 INTERNATIONAL DR., STE 101, FRANKLIN TN CATEGORY: MEDIA INVESTMENT RELATED: YES TITLE: AUTHOR DUTIES: AUTHOR OF BOOKLET CREATED TO HELP BUSINESS OWNERS UNDERSTAND THEIR BUY-SELL AGREEMENT WITH THE USE OF FIXED INSURANCE SOLUTIONS START DATE: 12/2022 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 5) O2 YOU, LLC CATEGORY: SERVICE INDUSTRY/LLC OWNERSHIP INVESTMENT RELATED: NO TITLE: OWNER DUTIES: HYPERBARIC OXYGEN CHAMBER RENTAL BUSINESS START DATE: 10/2023 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 6) PRIVATE CLIENT STRATEGIES, LLC POSITION: Author of "Practice Your Buy-Sell Agreement" booklet NATURE: To help business owners understand their buy-sell agreement, and and set up appropriate funding through potential insurance solutions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/27/2022 ADDRESS: 1650 Murfreesboro Road, Suite 223, Franklin TN 37067, United States DESCRIPTION: I will use this booklet as an education piece to help business owners understand their buy-sell agreements better. 7) MYLTCIPLAN.COM POSITION: Owner NATURE: LLC, of which I am the sole owner. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/16/2025 ADDRESS: 1650 Murfreesboro Road, Suite 223, Franklin TN 37067, United States DESCRIPTION: Educational website to educate on long term care options, and if viewers/readers want to schedule a meeting, or request a proposal, they can. The goal is to use this site and other marketing to generate interest in long term care solutions. 8) 1111 HOLDINGS, LLC POSITION: Owner NATURE: This is an LLC that holds/owns an office building. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2024 ADDRESS: 2549 Winder Drive, Franklin TN 37064, United States DESCRIPTION: Passive owner

Exams

• S66 Uniform Combined State Law Examination
  2006-09-07

Designations

• Certified Financial Planner
• Chartered Financial Consultant