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Stacey Courtwright Russell

Advisor at VOYA Financial Advisors, Inc. — Springfield, IL

Updated today

Credentials

Series 63, Series 65

Experience

17 years

Location

Springfield, IL

VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Total advisors

745

Across 220 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Stacey Russell is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Voya in 2021, she worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions from 2014 to 2021. Voya Financial Advisors, Inc. serves a wide range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through non-discretionary programs and a combination of managed account and broker-dealer channels.

Client services

Based on VOYA Financial Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on VOYA Financial Advisors, Inc.

Retirement income strategy General retirement planning Business ownership considerations

Occupation focus

Based on VOYA Financial Advisors, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning or consulting services, negotiable, up to maximum $100,000 per plan per year for plan sponsor services; seminar fees up to $500 per person

Percentage

$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%

Commissions

Available through broker-dealer services; commissions apply for certain products

Project-based

Hourly consulting fees up to $500/hour

Other

Minimum fee: Minimum account balances vary by program; Fidelity Program has a $5,000 minimum account balance; Investor Center Unified Managed Account Program generally requires minimum $1,000 depending on Strategist selected; other programs have variable minimums, negotiable under circumstances Fee-only: Financial planning or consulting fees based on flat fee or hourly basis; typical hourly rates up to $500/hour; flat fees negotiable

Location

See office

Springfield, IL

Springfield IL

Advisors at this office

1

Most active in

Illinois

Work history

17 years of industry experience

Voya Financial Advisors, Inc.

2021 - Present • 5 years

Springfield, IL

Unemployed

2021 - 2021 • 1 year

Springfield, IL

Transamerica Investors Securities Corporation

2014 - 2021 • 7 years

Springfield, IL

TransAmerica Retirement Solutions

2014 - 2021 • 7 years

Springfield, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael S

Series 65

Springfield, IL

Michael J.. Schussele, CPA

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Joseph O

CFP®

Springfield, IL

Lighthouse Financial & Consulting Services, LLC

Joseph Oettel is a CFP® professional with 17 years of experience in financial advising. He has been with Lighthouse Financial & Consulting Services, LLC since 1999 and serves as the firm's sole advisor. Outside of his advisory role, he is a managing member of Integrity Properties, LLC. Lighthouse Financial & Consulting Services, LLC is an independent registered investment adviser managing approximately $15.6 million in discretionary assets. The firm serves individuals, high-net-worth clients, and trusts, providing portfolio management and fee-based financial planning services with a focus on Medicaid planning and insurance advice. Its investment approach incorporates various analytic methods and primarily utilizes exchange-traded funds and U.S. Treasury securities.

Annuities Active portfolio management Options & derivatives strategies
user avatar

Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® with 24 years of industry experience and is the sole advisor at Bobb Financial Incorporated, an independent advisory firm based in Chatham, IL. His work history includes roles at United Planners Financial Services and Federal Consulting. The firm offers discretionary investment management and modular financial planning services, managing approximately $86.1 million in assets for individuals, high-net-worth clients, and businesses. Bobb Financial primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, supplemented by fundamental and technical analysis, and is noted for providing educational seminars and paid speaking engagements.

Business sale tax planning Founder/Business Owner
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Walter L

Series 65

Springfield, IL

Salt Creek Hills Money, Ltd.

Walter Lynn is a Series 65-licensed financial advisor with 14 years of industry experience. He has been principal at Salt Creek Hills Money, Ltd. since 2014 and also has experience at Skinner, Copper & Ehmen Wealth Management, LLC and Salt Creek Consulting, Ltd. Outside of his advisory work, Lynn serves as trustee of the Walter Lynn, Sr. Trust, manages Lynn Farms, LLC, and is president of Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals and pension and profit-sharing plans. The firm follows a non-discretionary, modern portfolio theory-based approach, focusing on mutual funds and collaborating with third-party money managers to implement client strategies.

Passive / index investing Wealth management
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David G

Series 63, Series 66

Springfield, IL

Advanced Trader Investment Advisors, LLC.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Real estate investing Executive Founder/Business Owner
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Jerald B

CFP®

Springfield, IL

Wealth Management Services,LLC

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
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