Isaac Russell has been an investment adviser representative at Optimal Capital Advisors since June 2019, and is not listed among the firm’s executive officers or direct owners. Isaac Russell holds a Bachelor's degree in Finance with a minor in Economics from Michigan State University.
Optimal Capital Advisors, LLC is a Traverse City, MI firm with $120M under management, 131 clients and 2 advisers in one office, as of its March 2026 filing.
Isaac Russell is Senior Associate, Private Capital of Optimal Capital, based in Traverse City, Michigan. He started as an intern with Optimal Capital in 2018 and joined the firm in a permanent role in 2019. Russell serves on Optimal's Investment Committee and performs analysis and business development of opportunities sourced through the Optimal Private Capital Platform.
- – present · 7 yearsTraverse City, MI · Adviser representative · Firm CRD 144719
Professional designations
Listed by Optimal Capital Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Isaac Russell is registered as an investment adviser representative in Michigan, since June 2019.
- MichiganSince 3 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 June 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Isaac J Russell
- CRD
- 7067225
- Firm
- Optimal Capital Advisors · CRD 144719
- Office
- 12935 SW BAYSHORE DR, SUITE 305, Traverse City, MI 49684
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- optimalcapital.com
Where does Isaac Russell work?
Isaac Russell is an investment adviser representative registered through Optimal Capital Advisors, LLC since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Isaac Russell a financial advisor?
Yes. Isaac Russell has a current investment-adviser registration in Michigan, through Optimal Capital Advisors since June 2019.
How many years of experience does Isaac Russell have?
Isaac Russell has 7 years in the financial industry, since June 2019, across 1 adviser firm.
What exams has Isaac Russell passed?
Isaac Russell passed the Series 65 in June 2019.
Where is Isaac Russell based?
Isaac Russell’s registered office is in Traverse City, MI.
Is Isaac Russell registered with FINRA?
No. Isaac Russell has no current broker registration.
Is Isaac Russell a CFP?
Optimal Capital Advisors lists Isaac Russell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Isaac Russell’s record?
Search CRD 7067225 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Isaac Russell’s full registration record.