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Jarrod Edward Biebel

Advisor at RFG Advisory, LLC — Au Train, MI N9980 Shore Drive

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Credentials

Series 63, Series 65

Experience

34 years

Location

Au Train, MI 49806

RFG Advisory, LLC logo

RFG Advisory, LLC

Multi-team

Total advisors

190

Across 86 offices

Clients per advisor

91 High

Avg AUM per client

$295,694 Very Low

HNW client ratio

7% Low

About

Jarrod Biebel is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Advisors. Outside of his advisory work, Biebel serves on the Onota Township Board of Review and is a member of the Michigan State DNR ORV Trails Committee. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and alternative investment access.

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

Au Train, MI N9980 Shore Drive

N9980 Shore Drive

Au Train MI 49806

Advisors at this office

1

Most active in

Colorado · Michigan

Work history

34 years of industry experience

Private Client Services

2025 - Present • 1 year

Centennial, CO

RFG Advisory, LLC

2025 - Present • 1 year

Au Train, MI

Raymond James & Associates

2016 - 2025 • 9 years

Denver, CO

WELLS FARGO ADVISORS LLC

2011 - 2016 • 5 years

Denver, CO

Wells Fargo Investments, Llc

2002 - 2011 • 9 years

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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