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Keith Russell, Cfp®, Bfa™, Cpfa™ Email & Phone Number

Certified Financial Planner at Legacy Partners Wealth Management
Location: State College, Pennsylvania, United States 12 work roles 1 school
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Role
Certified Financial Planner
Location
State College, Pennsylvania, United States
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Who is Keith Russell, Cfp®, Bfa™, Cpfa™? Overview

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Keith Russell, Cfp®, Bfa™, Cpfa™ is listed as Certified Financial Planner at Legacy Partners Wealth Management, a with 6 employees, based in State College, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Keith Russell, Cfp®, Bfa™, Cpfa™.

Keith Russell, Cfp®, Bfa™, Cpfa™ previously worked as Financial Advisor at Ufinancial Group and Financial Advisor at Massmutual. Keith Russell, Cfp®, Bfa™, Cpfa™ holds Bachelor Of Science (Bs), Business, Management, Marketing, And Related Support Services from Shippensburg University Of Pennsylvania.

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Email format at Legacy Partners Wealth Management

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Legacy Partners Wealth Management

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Profile bio

About Keith Russell, Cfp®, Bfa™, Cpfa™

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.My commitment and passion to help people stems from the passing of my mother in 2003 in a house fire, which prompted me to help others as a volunteer firefighter since the age of 13.Focus: Insurance Strategies, Business Owners, LGBTQ, Group Benefits, Estate Planning, MilitaryI am licensed to sell insurance in: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ED, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, OA, RI, SC, TN, TX, UT, VA, WA, WYDomiciled in PA, CA Insurance License #: 0M23215AR Insurance License #: 18436426I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address:100 Sterling Pkwy #307, Mechanicsburg, PA 17050 Phone: 717-791-3300I am licensed to sell securities in AZ, CA, DE, FL, GA, HI, MA, MD, ME, MI, NC, NJ, NM, OH, PA, TN, TX, & VA. I cannot communicate with, nor respond to requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. NMLS #2272860

Current workplace

Keith Russell, Cfp®, Bfa™, Cpfa™'s current company

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Legacy Partners Wealth Management
Legacy Partners Wealth Management
Certified Financial Planner
Mechanicsburg, PA, US
Employees
6
AeroLeads page
12 roles

Keith Russell, Cfp®, Bfa™, Cpfa™ work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Mechanicsburg, Pennsylvania, Us

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.My commitment and passion to help people stems from the passing of my mother in 2003 in a house fire, which prompted me to help others as a volunteer firefighter since the age of 13.I am grateful to align myself with a firm that commits themselves to doing what is right for people, and am confident that I will thrive here.

Financial Advisor

Springfield, Massachusetts, Us

Alumni Advisor

Charlottesville, Va, Us

As a volunteer driven organization, Kappa Sigma’s alumni are its finest asset. Volunteer alumni are directly involved with coaching and mentoring our undergraduates at the local level. The mission of the Alumnus Advisor is to actively work with the chapters Executive Committee (EC) to ensure that the chapter has all of the tools to be successful. The Alumnus Advisor is the main point of contact for the chapter to communicate with the national headquarters.

Loan Originator Powered By Rocket Pro℠

Detroit, Michigan, Us

I'm a Financial Advisor and Loan Originator powered by Rocket Pro℠. I can help you with your financial services and mortgage needs.Keith Russell NMLS #2272860

Jan 2022 - 2024

Security Officer

Parsippany, Nj, Us

Responsible for ensuring the safety of employees by conducting interior/exterior patrols, following standard operating procedures, contacting and guiding emergency service personnel, inspecting vehicles entering and exiting the facility, and enforcing company policies.

Aug 2015 - May 2018

Marketing & Event Planning Intern

H. Ric Luhrs Performing Arts Center

Assisted in special event planning, conducted marketing research for downtown revitalization of the Shippensburg area, created e-newsletters to promote events, and actively participated in event committees.

Jan 2017 - Jun 2017

President

Game On: Improv!

During my time as president of the Shippensburg University improv club, I was responsible for the coordination of more than 15 undergraduate students. I learned and subsequently taught improvisational techniques to develop oratory and quick-thinking skills for club members. Additionally, I facilitated improvisational performances to benefit the campus and community in the Shippensburg area.

May 2014 - May 2017

Treasurer

Charlottesville, Va, Us

As elected treasurer for the Kappa Lambda chapter of Kappa Sigma, I was responsible for creating and managing a budget of over $30,000 for the academic year. I allocated funding toward various functions within the fraternity and worked with over 50 undergraduate members. Additionally, I directed the philanthropy, fundraising, and Interfraternity council committees to ensure our goals were met.

Dec 2015 - Dec 2016

Brand Ambassador

Winooski, Vermont, Us

I raised brand awareness for the Amazon Prime Student program by engaging students through on-site promotional activities conducted at Shippensburg University, social media posts (via Facebook, Snapchat, & Instagram), and word of mouth as an independent contractor for FUSE marketing.

Jun 2016 - Sep 2016

Sergeant-At-Arms/Parliamentarian

Kansas City, Mo, Us

I assisted in updating and enforcing bylaws created for the lambda-lambda chapter of Alpha Phi Omega. Additionally, I kept order during meetings, notified members of disciplinary actions, and acted as a neutral party during arbitration.

May 2014 - May 2016

Summer Utility Worker

Shippensburg, Pennsylvania, Us

Operated machines for the manufacturing of party supplies and decorations, ensured quality control to meet company standards, and performed minor repairs to the machinery for consistent operation.

May 2015 - Aug 2015
1 education record

Keith Russell, Cfp®, Bfa™, Cpfa™ education

  • Shippensburg University Of Pennsylvania
    Shippensburg University Of Pennsylvania
    And Related Support Services
FAQ

Frequently asked questions about Keith Russell, Cfp®, Bfa™, Cpfa™

Quick answers generated from the profile data available on this page.

What company does Keith Russell, Cfp®, Bfa™, Cpfa™ work for?

Keith Russell, Cfp®, Bfa™, Cpfa™ works for Legacy Partners Wealth Management.

What is Keith Russell, Cfp®, Bfa™, Cpfa™'s role at Legacy Partners Wealth Management?

Keith Russell, Cfp®, Bfa™, Cpfa™ is listed as Certified Financial Planner at Legacy Partners Wealth Management.

Where is Keith Russell, Cfp®, Bfa™, Cpfa™ based?

Keith Russell, Cfp®, Bfa™, Cpfa™ is based in State College, Pennsylvania, United States while working with Legacy Partners Wealth Management.

What companies has Keith Russell, Cfp®, Bfa™, Cpfa™ worked for?

Keith Russell, Cfp®, Bfa™, Cpfa™ has worked for Legacy Partners Wealth Management, Ufinancial Group, Massmutual, Kappa Sigma Fraternity, and Rocket Mortgage.

How can I contact Keith Russell, Cfp®, Bfa™, Cpfa™?

You can use AeroLeads to view verified contact signals for Keith Russell, Cfp®, Bfa™, Cpfa™ at Legacy Partners Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Keith Russell, Cfp®, Bfa™, Cpfa™ attend?

Keith Russell, Cfp®, Bfa™, Cpfa™ holds Bachelor Of Science (Bs), Business, Management, Marketing, And Related Support Services from Shippensburg University Of Pennsylvania.

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