“Walter Russell specializes in helping financially successful people achieve their most important goals that are aligned with their most deeply held values.”

Russell and Company, LLC

Job Title:



Given Walter’s unique interest in the financial markets and his excited to meet new people, being a financial advisor was the perfect fit for his career. He started his career as a financial advisor with JP Morgan Chase in 1999. His goal was to provide financial guidance to people in all areas including investments, insurance, taxes, and estate planning. In October 2008, he transitioned to Ameriprise Financial a firm that prides itself on Financial Planning. Later in 2011, he formed Russell and Company, LLC.

With the hope of helping people make sense of investing and their personal finances, Walter launched his first Blog called SimpleMoneyTipsforWomen. With so many different options out there, Walter hopes to simplify the financial landscape so you can make smart financial decisions.

Walter resides in Columbus, Ohio with his wife, Carisa, and their three daughters.


BA, Finance Capital University

Assets Under Management:

$30 million

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CRD Number:



Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Russell & Associates is not affiliated with Kestra IS or Kestra AS.

All Articles
3 days ago
    Insurance, Life Insurance
August 2018
    Marriage / Divorce, Personal Finance

All Answers
    Financial Planning, Retirement, Retirement Savings, 401(k), IRAs
My employer does not offer a 401(k) plan, but I am making maximum contributions to my Roth IRA account every year; how else should I be saving for retirement?

I would recommend establishing a taxable investment account.

You can systematically invest into this account on a regular basis. There are no maximum limits you would have to worry about.

I would also talk to your HR Department and find out if your company will be establishing a 401k plan in the future.

If not, maybe consider looking for a new company to work for.  

March 2018
Can I retire at 60 years old?
March 2018