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2 advisors near 49806
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 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James and Associates, Wells Fargo Advisors LLC, and Wells Fargo Bank. Outside of her advisory work, she volunteers as a bookkeeper and program manager for Prodigal Preacher International, a nonprofit providing food and education to children in Kenya and Uganda. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm employs a mix of active and passive investment strategies, offers discretionary portfolio management and consulting, and acts as a sub-adviser to a multi-ETF suite, integrating various platforms and specialized services in its client solutions.
Jarrod B
Series 63, Series 65
Au Train, MI
RFG Advisory, LLC
Jarrod Biebel is a financial advisor at RFG Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the Onota Township Board of Review and is a member of the Michigan State DNR ORV Trails Committee. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, and manages client portfolios using a combination of in-house models and outside platforms incorporating active and passive strategies.
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2 advisors near 49806
Out of 400,000+ nationwide