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Russell Charles Madsen

Investment Adviser Representative at LPL Financial LLC

Cottonwood Heights, UTCRD #6403921Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Russell Charles Madsen is an investment adviser representative with LPL Financial LLC in Cottonwood Heights, UT, where they have been registered since 2024. They have worked in the securities industry since 2020 and were previously registered with Adams Wealth Advisors. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.

Office

6995 S Union Park Ctr Ste 300
Cottonwood Heights, UT 84047

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/10/2020
Series 7
General Securities Representative Examination
Passed 12/10/2019
SIE
Securities Industry Essentials Examination
Passed 8/12/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Financial LLCCurrent
5/3/2024 – Cottonwood Heights, UT
Adams Wealth Advisors
10/15/2020 – 3/27/2024Logan, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Massmutual LIFE Insurance Co
    Jun 2014 – Oct 2017Logan, UT
  2. MML Investors Services LLC
    Oct 2014 – Oct 2017Logan, UT
  3. ARMY National Guard
    Mar 2003 – no end date reportedLogan, UT
  4. PENN Mutual LIFE Insurance Company
    Oct 2017 – Sep 2020Horsham, PA
  5. Hornor Townsend & KENT LLC
    Dec 2019 – Sep 2020Horsham, PA
  6. Adams Wealth Management, LLC
    Sep 2020 – Mar 2024Logan, UT
  7. LPL Financial LLC
    May 2024 – no end date reportedCottonwood Heights, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Financial LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24,114
Offices listed on AdvisorFinder:
25
Main office:
Fort Mill, SC
SEC file number:
801-10970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at LPL Financial LLC

Showing 12 of 24,114 in the directory

View LPL Financial LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Russell Charles Madsen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Russell Charles Madsen (LPL Financial) - Fees & Credentials