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Patrick S

Series 63, Series 65

Bennington, NE

RFG Advisory, LLC

Patrick Sittner is a financial advisor with RFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, having previously worked at CWM, LLC and TS Bank. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, institutional clients, and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies, third-party platforms, and access to alternative investments and annuity platforms, with a notable role as sub-adviser to multiple Bluemonte ETFs.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive Retired Women Professionals Mid-Career Professionals
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