Rfm Financial Solutions, LLC

Rfm Financial Solutions, LLC (CRD# 124468) is a financial advisory firm headquartered in Mount Pleasant, MI. They manage $138,704,391 in 630 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
805 N. Brown St., Mount Pleasant, MI 48858
https://www.rfmfinancialsolutions.com
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    630
    ACCOUNTS
  • Average Account Value
    $220,166
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Rfm Financial Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Harter, financial advisor Mount Pleasant MI
Michael E. Harter
CRD#: 4466247
805 N. Brown St., Mount Pleasant, MI 48858

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.

2
Sara Brubaker, financial advisor Midland MI
Sara D. Brubaker
CRD#: 7856609
1515 Commerce Drive, Suite C, Midland, MI 48642

Sara Brubaker (CRD# 7856609) is an Investment Advisor Representative working at Rfm Financial Solutions, LLC in Midland, MI and has 1 year of experience in the finance industry.

3
Justin Cook, financial advisor Mount Pleasant MI
Justin C. Cook
CRD#: 7429865
805 N. Brown St., Mount Pleasant, MI 48858

Justin Cook (CRD# 7429865) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals