Matthew Earle 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

• 02/2016 → Present
  Securities America Inc
  La Vista, NE
• 02/2016 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2016-02-26 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2015-10-05 → 2016-02-25
  Cuso Financial Services, L.P.
  Papillion, NE
  Papillion, NE
  San Diego, CA
• 2015-06-24 → 2015-10-05
  Raymond James Financial Services Advisors, Inc
  Omaha, NE
• 2014-01-02 → 2015-06-18
  First National Capital Markets
  Omaha, NE
• 2003-05-12 → 2008-01-23
  Securities America Advisors, Inc.
  Omaha, NE
  La Vista, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-13
• S66 Uniform Combined State Law Examination
  2003-02-03