A complete list of active advisors currently associated with RLS Financial Services

Warmer can help you find a great advisor at RLS Financial Services or one who fits your needs even better.

RLS Financial Services provides financial planning and portfolio management primarily to individuals and high-net-worth individuals. Its advisory services cover mutual funds, fixed income, equities, ETFs, non-U.S. securities and insurance products, and the firm also acts as sponsor and portfolio manager for a wrap fee program. The firm operates largely on a non-discretionary basis — reporting no discretionary AUM and delivering one-time financial plans that are reviewed at plan creation and delivery — so clients retain decision-making authority over transactions. Investment analysis emphasizes fundamental research and the use of both long‑ and short‑term trading, and the firm states it manages wrap accounts in the same manner as non‑wrap accounts. Notable distinctions include that the principal is a certified public accountant and an independent licensed insurance agent, and the firm provides accounting-related services and may offer commissionable insurance products alongside advisory services (conflicts are disclosed). RLS’s role as a wrap program sponsor is uncommon for a solo independent adviser, and the brochure also discloses a resolved regulatory matter in Pennsylvania that was settled by consent.

To learn more about the advisors currently working at RLS Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Stickel	Bloomsbury, NJ	29

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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