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Brian Deen Lahue

Advisor at RFG Advisory, LLC — Corydon, IN

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

19 years

Location

Corydon, IN 47112

RFG Advisory, LLC logo

RFG Advisory, LLC

Multi-team

Total advisors

187

Across 85 offices

Clients per advisor

92 High

Avg AUM per client

$295,694 Very Low

HNW client ratio

7% Low

About

Brian Lahue is a CFP® professional with 19 years of industry experience, currently advising at RFG Advisory, LLC. He has held roles at Sweet Life Wealth Management and First Harrison Bank prior to joining RFG Advisory. Outside of his advisory work, Lahue serves on the board of Harrison County Arts and coaches high school boys track and field at Corydon Central High School. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies.

Client services

Based on RFG Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on RFG Advisory, LLC

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Based on RFG Advisory, LLC

Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive

Demographic focus

Based on RFG Advisory, LLC

Women Professionals

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Fee options

Fixed

Flat fees charged for financial planning and consulting based on complexity and scope; will not exceed $50,000.

Percentage

$0+: up to 2.35%, negotiated by Financial Advisor (flat, linear or tiered fee schedules possible) $0+: up to 0.50% RFG annual platform fee included in advisory fee $0+: Bluemonte sub-adviser fee of 0.15% per annum on Bluemonte Funds $0+: Third-party manager strategist fees vary from 0% to 1.0% $0+: Third-party platform fees included in RFG platform fee; SMArtX accounts under $10,000 incur additional $10/month platform fee

Commissions

Some Financial Advisors are also registered representatives and/or licensed insurance agents earning commissions on sales of securities and insurance products.

Project-based

Hourly charges may be applied for consulting but specific rates are not clearly stated.

Other

Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity and Schwab; no service fee on Pontera accounts. Fee-only: Financial planning and consulting fees are flat fees negotiated between Financial Advisor and Client, typically not exceeding $50,000; payable monthly, quarterly, semi-annually, one-time or split fees.

Location

See office

Corydon, IN

208 E. Chestnut St

Corydon IN 47112

Advisors at this office

1

Most active in

Indiana

Work history

19 years of industry experience

RFG Advisory LLC dba Sweet Life Financial Planning

2026 - Present • 1 year

Corydon, IN

Farther

2025 - Present • 1 year

Corydon, IN

Sweet Life Wealth Management

2022 - 2025 • 3 years

Corydon, IN

First Harrison Bank

2011 - 2022 • 11 years

Corydon, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William B

Series 63, Series 65

Georgetown, IN

Bowers Capital Management

William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Options & derivatives strategies Factor investing / smart beta
user avatar

Thomas L

Series 63, Series 65

Floyds Knob, IN

Silver Oak Securities, Incorporated

Thomas Lockmund is a financial advisor at Silver Oak Securities, Incorporated with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2021, following tenures at Royal Alliance and National Planning Corporation. He is also president of Thomas G. Lockmund, LLC, which focuses on marketing and sales of fixed annuities and securities. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals and manages roughly $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, client-tailored investment management and operates as both a registered investment adviser and broker-dealer.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Jonathan M

Series 65, Series 66

Floyds Knobs, IN

Empower Advisory Group

Jonathan Meador is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Empower Financial Services, he worked at firms including Robinhood Markets and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Casey R

Series 66

Floyds Knobs, IN

PNC Wealth Management

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

Passive / index investing Active portfolio management Wealth management Executive

Billy T

Series 63, Series 66

Corydon, IN

Edward Jones

Billy Thomas is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Joel N

Series 63, Series 65, Series 66

Floyds Knobs, IN

Edward Jones

Joel Nierman is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Secretary of the Southern Indiana Estate Planning Counsel, assisting in planning and coordinating monthly meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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