RLB FINANCIAL

3242 East Ridgeview St.
Springfield, Missouri 65804
Tel: 866-686-8097

About RLB FINANCIAL

RLB FINANCIAL, formally registered with the SEC as RLB FINANCIAL. The firm was established in 10/19/2023. They have over 3 offices throughout the country.

RLB FINANCIAL is a Springfield, Missouri based Financial Planning firm with nearly $149,113,737 assets under management, offering retirement planning & investment advisory services to 381 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151778
SEC#	801-128918
Assets Managed by Firm	$149,113,737
No. of Clients	381
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Other (THIRD PARTY ADVISOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ASSETS UNDER ADVISEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	381	$149,113,737
Individuals (other than high net worth individuals)	353	$84,252,823
High net worth individuals	28	$64,860,914

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