Rfg Advisory, LLC

Rfg Advisory, LLC (CRD# 158401) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $2,728,866,112 in 12,812 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,729
    MILLION
  • Total Number of Accounts
    12,812
    ACCOUNTS
  • Average Account Value
    $212,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Rfg Advisory, LLC
Showing 41 - 50 of 90 top financial advisors.
41
Joshua M. Kilsch
CRD#: 5481710
1000 Westchester Drive, Salina, KS 67401

Joshua Kilsch (CRD# 5481710) is an Investment Advisor Representative working at Rfg Advisory, LLC in Salina, KS and has over 11 years of experience in the finance industry.

42
Daniel J. Klein
CRD#: 2549756
Three City Dr, Suite 590, Creve Coeur, MO 63141

Daniel Klein (CRD# 2549756) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 26 years of experience in the finance industry. Daniel Klein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

43
Keith D. Klusmeyer
CRD#: 5095920
Three City Dr, Suite 590, Creve Coeur, MO 63141

Keith Klusmeyer (CRD# 5095920) is an Investment Advisor Representative working at Rfg Advisory, LLC in Creve Coeur, MO and has over 16 years of experience in the finance industry.

44
David A. Koren
CRD#: 5714410
4050 Innslake Drive, Suite 155, Glen Allen, VA 23060

David Koren (CRD# 5714410) is an Investment Advisor Representative working at Rfg Advisory, LLC in Glen Allen, VA and has over 12 years of experience in the finance industry.

45
Dennis R. Laird
CRD#: 1402408
248 Inverness Center Drive, Birmingham, AL 35242

Dennis Laird (CRD# 1402408) is an Investment Advisor Representative working at Rfg Advisory, LLC in Birmingham, AL and has over 36 years of experience in the finance industry.

46
Matthew J. Leahy
CRD#: 6497048
100 Essex Ct., Suite C, Madison, AL 35758

Matthew Leahy (CRD# 6497048) is an Investment Advisor Representative working at Rfg Advisory, LLC in Madison, AL and has over 6 years of experience in the finance industry.

47
Matthew J. Lemen
CRD#: 6045091
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Matthew Lemen (CRD# 6045091) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 9 years of experience in the finance industry.

48
Charles A. Lineberry
CRD#: 4722022
Prattville, AL

Charles Lineberry (CRD# 4722022) is an Investment Advisor Representative working at Rfg Advisory, LLC in Prattville, AL and has over 13 years of experience in the finance industry.

49
Dany L. Martin
CRD#: 5369132
6425 Youree Dr., Suite 180, Shreveport, LA 71105

Dany Martin (CRD# 5369132) is an Investment Advisor Representative working at Rfg Advisory, LLC in Shreveport, LA and has over 10 years of experience in the finance industry.

50
Gregory W. Merritt
CRD#: 6895487
1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242

Gregory Merritt (CRD# 6895487) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 4 years of experience in the finance industry.

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