DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Russell D Ahlers

Credit Union Investment Servicesstate registeredStatesville, Ncdual registrantIAPD 4436733

Feed of 09/14/2026

Also filed as Russell Dale Ahlers

At current firm

2 y

since Nov 30, 2023

In the industry

24 y

since Jun 27, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Credit Union Investment Services state registered current
since Nov 30, 2023 · Statesville, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 2, 2003 to Jun 11, 2003 · Pennington, Nj
Quick & Reilly, Inc. unclassified
Nov 14, 2002 to Mar 11, 2003 · Point Pleasant, Nj
Ameriprise Financial Services, LLC national BD
Jun 27, 2002 to Jul 25, 2002 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Credit Union Investment Services
left Jun 11, 2003, registered Nov 30, 2023 (7477 days) · Wirehouse to a state-registered adviser
Quick & Reilly, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 11, 2003, registered May 2, 2003 (52 days) · Other
Ameriprise Financial Services, LLC to Quick & Reilly, Inc.
left Jul 25, 2002, registered Nov 14, 2002 (112 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address