CFPCLUChFC

    Konstantin Rusin

    Managing Director - Investments

    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)
    Mc Lean, Virginia19 years experienceNo minimum minimum

    About Konstantin

    As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective ... One thing I want my clients to know about me is... I adopt a creative, outside-the-box approach when assisting my clients

    Areas of focus

    Succession Planning

    Credentials & background

    Designations

    CFPCLUChFC

    Licenses

    Series 66SIESeries 3Series 7

    Education

    CPWA Yale School of Management (2023); BA University of Mary Washington (2006)

    Clients served

    High Net Worth Individuals1st Generation AmericansBusiness OwnersCorporate ExecutivesDoctorsEntrepreneursGovernment ContractorsRetirees

    Registered in

    Arizona, District of Columbia, Florida, Kansas, Maryland, Michigan, North Carolina, South Carolina, Virginia

    The firm

    Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)