LPL Financial
27yrs
Top advisor by experience in West Haven
7yrs
David Russo
Financial advisor at Mutual of Omaha Investor Services
David Russo is a fiduciary financial advisor in West Haven, Connecticut, with 7 years in the industry. David joined Mutual of Omaha Investor Services in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in West Haven, and one of 6 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
OfficeWest Haven, CT
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$4,656
Advisors at the firm282
States licensed ?1 state
Services through Mutual of Omaha Investor Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMutual of Omaha Investor Services, Inc.Current firm
Contact David
(402) 351-3102Firm headquarters in Omaha, NE. Ask for David. West Haven, CTOffice · Get directions Firm websitewww.mutualofomaha.com/investmentsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Mutual of Omaha Investor Services at (402) 351-3102 and ask for David Russo. David works from the West Haven, CT office.
How long has David been a financial advisor?
David has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Mutual of Omaha Investor Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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