Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
11 years
Location
Shreveport, LA 71105
RFG Advisory, LLC
Multi-team
Matthew Johnson is a CFP® professional with 11 years of industry experience, currently serving at RFG Advisory, LLC in Shreveport, LA. His prior roles include positions at LPL Financial LLC and Capital One Investment Services. RFG Advisory provides investment advisory and planning services to a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs primarily discretionary investment strategies utilizing model portfolios and third-party platforms, and acts as sub-adviser to multiple ETFs, serving both retail and institutional sectors.
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Flat fees for financial planning and consulting services up to $50,000 negotiated per engagement
$0+: up to 2.35% annually (varies by Financial Advisor; schedules are flat, linear, or tiered; negotiated individually) $0+: up to 0.50% RFG annual platform fee (included in total advisory fee) $0+: 0% to 1.00% strategist fee by manager (if applicable) $0+: Sub-adviser fee for Bluemonte Funds: 0.15% annually $0+: Retirement Plan Consulting fees not exceeding 1.00% of plan assets under management, negotiated case-by-case $0+: Annuity management fees up to 1.15% annually (billed quarterly advance) $0+: SMArtX accounts under $10,000 incur additional $10/month platform fee
Some Financial Advisors are also registered representatives and receive commissions for sale of securities and insurance products; RFG receives portion for administrative support
Hourly charges are possible for consulting but specific rates not disclosed
Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity, Pershing and Schwab; $10 per month platform fee for accounts under $10,000 under SMArtX platform Fee-only: Flat fees up to $50,000 for financial planning and consulting services, negotiated between Financial Advisor and Client
Shreveport, LA Youree Dr.
6425 Youree Dr., Suite 180
Shreveport LA 71105
Advisors at this office
6
Louisiana · Texas
11 years of industry experience
Private Client Services, LLC
2026 - Present • 1 year
Shreveport, LA
RFG Advisory LLC dba WFA Volare Financial Planning
2026 - Present • 1 year
Shreveport, LA
LPL Financial LLC
2018 - 2026 • 8 years
Baton Rouge, LA
Capital One Sharebuilder, Inc.
2015 - 2018 • 3 years
Gonzales, LA
Capital One Investment Services, LLC
2014 - 2018 • 4 years
New Orleans, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 65
Shreveport, LA
Montgomery Wealth Advisors
John Montgomery is a financial advisor at Montgomery Wealth Advisors in Shreveport, LA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Avant Garde Advisors LLC. Since 2015, he has been with Montgomery & Co., LLC. Montgomery Wealth Advisors provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm’s investment strategy is grounded in Modern Portfolio Theory and a long-term, passive asset-class approach, emphasizing diversified portfolios of no-load mutual funds and ETFs. It also offers formal pension consulting services, including investment policy statement development and participant education.
CFP®, Series 63, Series 66
Shreveport, LA
R.S. Mattei & Company, Inc.
Robert Mattei is a CFP® with 15 years of industry experience and operates as the sole advisor at R.S. Mattei & Company, Inc. He has been affiliated with R.S. Mattei & Associates, Inc. and R.S. Mattei & Company, Inc. since 1993. R.S. Mattei & Company, Inc. serves individual and business clients through a personalized consulting process called the "Game-Day Pathway" and operates an advisory referral service. The firm does not provide traditional financial planning or discretionary portfolio management but refers clients to independent registered investment advisers for implementation and ongoing management.
Series 63, Series 65
Bossier City, LA
Manna Wealth Strategies, LLC
Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.
Series 63, Series 65
Shreveport, LA
Graham Financial
Joel Graham is the principal advisor at Graham Financial, an independent registered investment adviser based in Shreveport, LA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Outside of his advisory role, Graham serves as a full-time pastor at Norris Ferry Community Church. Graham Financial operates as a single-advisor firm providing discretionary investment management, financial planning, and supplemental tax and bookkeeping services to individuals, high-net-worth families, trusts, estates, and small businesses. The firm offers customized, generally long-term investment strategies and family-office style arrangements, including CIO engagements and retainer relationships for complex clients.
Series 65
Shreveport, LA
DBA/Rankin Capital Investment Management
Gary Rankin is the sole advisor at Rankin Capital Investment Management, an independent firm based in Shreveport, LA. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory work, he owns and operates a separate consulting business focused on mergers and acquisitions, corporate finance, and strategic advice. Rankin Capital Investment Management provides personalized investment management and financial consultation to individuals, trusts, estates, family limited partnerships, LLCs, and family offices. The firm manages approximately $26.9 million in discretionary assets for a small client base, focusing on ongoing portfolio management with a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, and alternative investments.
Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
Leonard Gresens is the principal advisor at Cornerstone Investment Advisors Group, LLC in Shreveport, LA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cornerstone Investment Advisors Group since 2011. In addition to his advisory role, Gresens owns and operates an insurance agency, Cornerstone Financial Services, LLC, where he spends approximately half of his time. Cornerstone Investment Advisors Group is an independent, state-registered firm serving about 30 individual clients with $5.7 million in assets under management. The firm provides ongoing portfolio management and integrated financial planning, primarily on a non-discretionary basis, using a combination of fundamental and technical analysis, and offers a range of investment strategies including mutual funds, equities, bonds, ETFs, government securities, and insurance products.
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