Russ Kefauver

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About Russ Kefauver

Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over 17 years of financial planning experience. He is a member of the Flagship Harbor Advisors network, and also a member of the Financial Planning Association.

Russ also proudly supports the Foundation for Financial Planning which brings free, professional financial advice to wounded veterans, domestic violence survivors, and many others. Russ believes that every client needs help realizing their Big Ideas and that smart financial planning goes a long way toward helping clients enjoy life's simple pleasures.

See Disclosures

General Information

Firm Start Year

2010

CRD#

5295768

Firm CRD#

6413

Insurance License#

976020

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AK, AL, AZ, CA, CO, FL, GA, IA, ID, IL, KY, MD, MI, MN, NC, NH, NV, NY, PA, OH, SC, TN, TX, VT, VA, WI

Years of Experience in Financial Services

Number of Years with Current Firm

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AWMA^®, CRPC^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Disability

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MN, NC, NH, NV, PA, SC, TN, TX, VA, VT, WI

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Kefauver Financial Planning & Wealth Management