Michael Paul Russell
Advisor at Cetera Planning Partners — Leawood, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
11 years
Location
Leawood, KS 66211
Cetera Planning Partners
Enterprise
Michael Russell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2022. His prior experience includes roles at Creative Planning, Centriq Training, and CBOE Global Market. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and ancillary services such as tax planning and estate-planning support. The firm’s investment approach emphasizes diversified allocations aligned with clients’ objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.
Based on Cetera Planning Partners
Based on Cetera Planning Partners
$0+: up to 1.65% maximum (Advisor Fee) +: up to 0.05% maximum (Admin Fee including overlay manager fees) +: up to 0.90% maximum (Strategist Fee varies by strategist) +: up to 0.40% maximum (Optional Services Fee, varies by service)
Leawood, KS
11460 Tomahawk Creek Pkwy, Suite 400
Leawood KS 66211
Advisors at this office
32
California · Kansas · Texas
11 years of industry experience
Cetera Planning Partners
2022 - Present • 4 years
Leawood, KS
CBOE Global Market
2022 - 2022 • 1 year
Lenexa, KS
Centriq Training
2021 - 2021 • 1 year
Kansas City, KS
Creative Planning
2015 - 2021 • 6 years
Overland Park, KS
SMART401K, LLC
2014 - 2015 • 1 year
Overland Park, KS
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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