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Our financial advice team


Russell Shartzer, Financial Advisor serving the Plymouth, IN area - Ameriprise Advisors

Russell Shartzer

Financial Advisor

Paladin Legacy Advisory Group
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Small Business
  • Insurance

Qualifications

  • Series 7
  • Series 66

Education

  • B.S. in Accounting from Indiana Institute of Technology. 2010

Awards & recognition

  • Paladin Legacy Advisory Group, Ameriprise Client Experience Award, 2022

Professional associations

  • National Association of Tax Professionals

Previous experience

  • Mixer/Pellet Die Operator/Utility at Hubbard Feeds Inc., Shipshewana, IN, March 2003 to Feb 2017
  • Local Coordinator & ERO for TCE/VITA site, Kendallville, IN, 2007 to 2012
  • Tax Advisor I, HR Block, Ligonier, IN, Nov 2007 to April 2009
  • Enrolled Agent: Licensed to practice before the IRS in all Tax Matters, 2015 to Present
  • Owner of Case Family "Taxes", 2013 to Present

Community participation

  • Avilla Chamber of Commerce
  • Restore Mainstreet Avilla

Interests

Theology

Bible