Broker Check

Russell Gebhard

Russell (Rusty) Gebhard founded Sovereign Wealth Advisors, LLC in September of 2005. Sovereign is founded on the principle that we can make a difference in people’s lives, both clients and the team who serves them.

After graduating the University of Mississippi, Rusty spent a brief time in the oil business. In 1993, he started his financial career at Shearson Lehman Brothers where he was recognized as the top producer amongst his peers. While managing his practice at several major Wall Street firms he witnessed the evolution of the industry via nine different mergers or buyouts. The ongoing flux over those 14 years motivated Rusty to build a company that offers a cutting-edge alternative to large financial services firms and provides a stable platform for relationship longevity with clients.

“Our talents are many, our ideas are worthwhile, our backgrounds are varied, and our experience is expansive. We strive to bring the best ideas to the table and we accomplish more for ourselves and our clients because we welcome another view. We work smarter-together”

In 2007 and 2009 Rusty was recognized by On Wall Street magazine as one of the top 100 managers nationwide with its Branch Manager Award, a distinction that honors branch management excellence and superior client service among other factors. Sovereign Investment Group, LLC is associated with the largest and fastest growing independent broker dealer* in the nation, LPL Financial. You will find our business ethics and standards of business practice here are head and shoulders above the rest. Rusty along with the rest of the team urge you to come get acquainted with our group of advisors.

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2022.

 Credentials

State Securities Law Exam
Series 65 – Uniform Investment Adviser Law Examination
Series 63 – Uniform Securities Agent State Law Examination

General Industry/Products Exam
Series 3 – National Commodity Futures Examination
Series 7 – General Securities Representative Examination
Series 6 – Investment Company Products/Variable Contracts Representative Examination

Series 63, 7, 6 and 24 held thru lpl financial. Series 65 held thru Sovereign Wealth Advisors, LLC

Principal/Supervisory Exam
Series 24 – General Securities Principal Examination

State Registrations
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia

SRO Registrations
FINRA

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
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Let's talk about how we can help you reach your financial goals.

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