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
Series 63, Series 65
Experience Industry experience
36 years
Location
Cleburne, TX 76033
Ausdal Financial Partners, Inc.
Multi-team
Rex Russell is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Moloney Securities Asset Management LLC and Wealth Advisor Marketing. Outside of his advisory work, Russell serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from a published book, and chairs a committee for the nonprofit organization YoungLife. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, and retirement-plan advisory, with investment strategies tailored to each client’s objectives and risk tolerance.
Based on Ausdal Financial Partners, Inc.
Based on Ausdal Financial Partners, Inc.
Financial Planning Services fees negotiated case-by-case; maximum prepaid amount $1,200.
$0+: Negotiable, maximum annual fee not to exceed 3% All - All: Retirement Plan Advisory Program maximum annual fee 3%, fees may be fixed percentage or tiered, disclosed prior to service
Brokerage commissions, asset-based sales charges, service fees such as 12b-1 Fees, insurance commissions on sales of insurance products and annuities, separate from advisory fees.
Financial Planning fees may include hourly rates negotiated on a case-by-case basis.
Fee-only: Negotiated asset-based advisory fees, maximum 3% annually, billed monthly or quarterly, can be flat or tiered; Financial Planning fees negotiated per client, cannot exceed $1,200 prepaid more than six months in advance.
Cleburne, TX
115 South Main Street, Suite 201
Cleburne TX 76033
Advisors at this office
1
Texas
36 years of industry experience
Ausdal Financial Partners, INC
2025 - Present • 1 year
Davenport, IA
Moloney Securities Asset Management LLC
2016 - 2025 • 9 years
Manchester, MO
Moloney Investment Advisory LLC
2016 - 2016 • 1 year
Manchester, MO
Moloney Securites CO., INC
2016 - 2025 • 9 years
Manchester, MO
Wealth Advisor Marketing
2005 - 2019 • 14 years
Cleburne, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Cleburne, TX
Octavia Wealth Advisors LLC
Daniela Cronin is a Series 65-licensed financial advisor with Octavia Wealth Advisors LLC in Cleburne, TX. She has one year of industry experience and previously worked at Shusterman Wealth Management and Eddie V's. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm employs customized portfolios utilizing low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized ERISA 3(38) retirement plan services.
ChFC®
Cleburne, TX
Gradient Advisors, Llc
Lyndol Anderson is a ChFC® credentialed financial advisor with nine years of industry experience. He is currently affiliated with Gradient Advisors, LLC and is also the owner of West Texas Financial Solutions and West Texas Retirement Solutions, where he provides financial planning, advisory services, and insurance products. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to deliver tailored portfolio strategies.
Series 63, Series 65
Alvarado, TX
RedHawk Wealth Advisors, Inc.
James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.
Series 65, Series 66, Series 63
Godley, TX
TIAA-CREF
Timothy Shugrue is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., Inc., Charles Schwab Bank, and various self-employed engagements. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated structure that includes affiliated funds.
Series 63, Series 66
Cleburne, TX
Kestra Advisory
Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.
Series 63, Series 65
Cleburne, TX
PNC Wealth Management
Erin Stamper is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital model account pilot that uses algorithmic selection of investment strategies executed via mutual funds and ETFs. The firm’s approach includes third-party delegation for portfolio implementation and voting, with features tailored to employee participants.
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