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Kalamazoo, MI 49009
269-492-9701
About RS Financial
At RS Financial, We understand every investor is unique, with distinct goals, timelines, and risk preferences. What you share is a desire for a confident investment plan, maximized returns relative to risk, and to feel informed and heard. We're here to help you achieve your goals by providing tailored support and a full suite of investment solutions designed to optimize your individual experience.
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General Information
Firm Start Year
CRD#
5030861
Firm CRD#
39543
Insurance License#
19825772
Name of Broker/Dealer
CAMBRIDGE INVESTMENT RESEARCH, INC.
States Licensed in
MI
Years of Experience in Financial Services
19
Number of Years with Current Firm
15
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Services
Investment Types
Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 63, Series 7, Series 23
Insurance and Annuity Licenses
Variable Annuity, Life
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892991/retirementplanning-RS-Financial-detailed-disclosure.html
Disclaimer
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RS Financial are not affiliated.