Topline | Russell Wilcox Clu, Chfc

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Russell Wilcox Clu, Chfc

Insurance Specialist at LandMark Financial Planning + Advisory

Intro Book

Seasoned financial planner with 24 years of experience in strategic financial planning and wealth management.

Claim this Profile

Location

Grosse Pointe, Michigan, United State...

Skills

Strategic Financial Planning
Business Succession Planning
Retirement And Insurance Strategic Planning
Wealth Management
Financial Planning
Fixed Annuities
Wealth
Life Insurance
Underwriting
Retirement
Small Business
Show all

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, so Russell Clu has 24 years of experience in financial planning and wealth management, which is a significant amount of time. He has worked with several companies, including a large insurance agency and a financial network. His education from the University of Michigan-Dearborn also adds to his credibility. Considering his experience, skills, and education, I would estimate his hourly rate to be around $250. This is slightly higher than the average rate for financial planners in the United States, which is around $200-$300 per hour. However, Clu's experience and credentials, such as his Chfc designation, justify a higher rate. Additionally, his location in Grosse Pointe, Michigan, may also contribute to a higher rate due to the cost of living in the area.

Bio

Generated by

Topline AI

Russell Wilcox Clu, Chfc is a seasoned financial professional with 24 years of experience in strategic financial planning, business succession planning, and wealth management. He has worked with various companies, including LandMark Financial Planning + Advisory, Lincoln Financial Network, Aitken Ormond Insurance Agency, and Comerica. Clu holds a BBA degree from the University of Michigan-Dearborn and has been active in various activities and societies, including the ATO.

Experience

LandMark Financial Planning + Advisory
- Grosse Pointe Farms, MI
- Insurance Specialist
  - Apr 2021 - Present
  - Grosse Pointe Farms, MI
Lincoln Financial Network
- Grosse Pointe
- Advisor Representative
  - Nov 2018 - Apr 2021
  - Grosse Pointe
Aitken Ormond Insurance Agency
- Grosse Pointe, Michigan
- Insurance Agent
  - Jun 2008 - Jun 2018
  - Grosse Pointe, Michigan
Comerica
- Grosse Pointe
- Regional Insurance Consultant
  - Mar 1995 - Jun 2011
  - Grosse Pointe
  I was responsible for the insurance sales in the Grosse Pointe, Dearborn and downtown Detroit areas for Comerica Insurance. In Oct 2007 I retired from Comerica Insurance and continued on with them as a "consultant" until 2/1/2011 to continue to service and update insurance on those who ...
Mutual Benefit Life
- Grosse Pointe
- Insurance agent
  - Apr 1971 - Apr 1995
  - Grosse Pointe

Education

1970 - 1971

University of Michigan-Dearborn

1970 - 1971
1967 - 1969

Michigan State University

1967 - 1969
1965 - 1967

Grosse Pointe South

1965 - 1967
1964 - 1965

Culver Military Academy

1964 - 1965

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

Russell Wilcox Clu, Chfc

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate