Russell Earl Slack

Employer firm

Portside Wealth Group, LLC CRD 325175

$1.43B regulatory AUM 20 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

• 01/2017 → 05/2025
  Strategic Wealth Concepts
  Idaho Falls, ID
• 01/2012 → 12/2016
  Fishers Technology
  Idaho Falls, ID
• 01/2010 → Present
  City Of Ammon
  Ammon, ID
• 01/2012 → 01/2021
  Idaho Expansion Group, Llc
  Ammon, ID
• 01/2017 → 12/2019
  Cetera Advisors Llc
  Denver, CO
• 12/2019 → 05/2025
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 06/2025 → Present
  Portside Wealth Group Llc
  Provo, UT
• 06/2025 → Present
  Guided Seasons Wealth Advisors
  Idaho Falls, ID

Previous Registrations

• 2019-12-09 → 2025-05-12
  Cg Advisory Services
  Williamston, MI
  Idaho Falls, ID
• 2017-03-13 → 2019-12-13
  Cetera Advisors Llc
  Idaho Falls, ID
  Idaho Falls, ID

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE & DISABILITY NAME OF OTHER BUSINESS: GUIDED SEASONS WEALTH ADVISORS INVESTMENT RELATED: YES BRIEF DESCRIPTION OF DUTIES: ALL OFFICE OPERATION MANAGEMENT & LIFE INSURANCE UNDERWRITING & SALES

Exams

• S66 Uniform Combined State Law Examination
  2017-03-07

Designations

• Certified Financial Planner