Rfm Financial Solutions, LLC

Rfm Financial Solutions, LLC (CRD# 124468) is a financial advisory firm headquartered in Mount Pleasant, MI. They manage $65,365,766 in 340 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $192,252
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
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.

MI

Financial Advisors at Rfm Financial Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gene G. Smith
CRD#: 2186207
805 N. Brown St., Mount Pleasant, MI 48858
93
Wealthminder
score

Gene Smith (CRD# 2186207) is an Investment Advisor Representative working at Rfm Financial Solutions, LLC in Mount Pleasant, MI and has over 25 years of experience in the finance industry.

2
Michael E. Harter
CRD#: 4466247
805 N. Brown St., Mount Pleasant, MI 48858
90
Wealthminder
score

Michael Harter (CRD# 4466247) is an Investment Advisor Representative working at Rfm Financial Solutions, LLC in Mount Pleasant, MI and has 1 year of experience in the finance industry. Michael Harter 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.

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