Rod Joseph Russell
Advisor at Farther — Crystal Lake, IL
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
Series 65, Series 63
Experience Industry experience
13 years
Location
Crystal Lake, IL
Farther
Enterprise
Rod Russell is a financial advisor at Farther with 13 years of industry experience. He has previously worked at BNY Mellon and J.P. Morgan. Outside of his advisory role, he coordinates property development at Lake Roots Holdings, LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, using a platform that combines proprietary model portfolios with algorithmic rebalancing and AI tools. The firm’s approach emphasizes Modern Portfolio Theory and utilizes a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.
Based on Farther
Based on Farther
Flat annual fee basis (negotiable)
Negotiable up to $1,000 per hour
Crystal Lake, IL
Crystal Lake IL
Advisors at this office
1
Illinois
13 years of industry experience
Farther FInance Advisors
2023 - Present • 3 years
Crystal Lake, IL
BNY MELLON
2019 - 2023 • 4 years
Chicago, IL
J.p. Morgan
2019 - 2019 • 1 year
Chicago, IL
J.p. Morgan
2015 - 2019 • 4 years
Chicago, IL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
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.
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.
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