Nathan Paul Reynolds
Advisor at RFG Advisory, LLC — Salina, KS
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.
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
Series 66
Experience Industry experience
10 years
Location
Salina, KS 67401
RFG Advisory, LLC
Multi-team
Nathan Reynolds is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked with firms including Waddell & Reed Inc and Billings Group, Inc. Reynolds also serves as a board member and treasurer of Billings Group S Corp. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of active and passive investment strategies, alternative investments, and retirement plan consulting.
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Based on RFG Advisory, LLC
Flat fees charged for financial planning and consulting based on complexity and scope; will not exceed $50,000.
$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
Some Financial Advisors are also registered representatives and/or licensed insurance agents earning commissions on sales of securities and insurance products.
Hourly charges may be applied for consulting but specific rates are not clearly stated.
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.
Salina, KS
1000 Westchester Drive
Salina KS 67401
Advisors at this office
3
Kansas · Texas
10 years of industry experience
RFG Advisory, LLC dba Billings Group
2021 - Present • 5 years
Salina, KS
Private Client Services
2021 - Present • 5 years
Salina, KS
Billings Group, Inc.
2017 - Present • 9 years
Salina, KS
Various Insurance Carriers
2016 - Present • 10 years
Salina, KS
Waddell & Reed Inc
2016 - 2021 • 5 years
Salina, KS
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.
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