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2 advisors near
49806
within the area shown on the map
Out of 400,000+ nationwide
Angelica W
Series 63, Series 66
Au Train, MI
RFG Advisory, LLC
Angelica Walter is a financial advisor at RFG Advisory, LLC with 26 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining RFG Advisory, she worked at Raymond James and Associates, Wells Fargo Clearing, and Wells Fargo Investments. Outside of her advisory work, she volunteers as a bookkeeper and program manager for Prodigal Preacher International, a nonprofit that provides food and education to children in Kenya and Uganda. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to proprietary and third-party investment strategies, emphasizing risk-managed discretionary management through a mix of active and passive approaches.
Jarrod B
Series 63, Series 65
Au Train, MI
RFG Advisory, LLC
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.
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Finding advisors...
2 advisors near
49806
within the area shown on the map
Out of 400,000+ nationwide