Michael D Hartman

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  T.ROwe Price
  Colorado Springs, CO
• 10/2025 → Present
  Rfg Advisory Dba Confidence Financial Partners
  Colorado Springs, CO

Previous Registrations

• 2012-03-01 → 2025-04-30
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

1) Confidence Wealth Partners; YES; 555 Middle Creek Pkwy, Colorado Springs, CO 80921; DBA; IAR: 10/6/2025; 160; 160; DBA for advisory business. 2) RFG Advisory; YES; 1400 Urban Center Drive STE 475, Vestavia Hills, AL 35242; Financial Advisor; 10/6/2025; 160; 160; IAR for RIA.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-29

Designations

• Certified Financial Planner

Other Names

• Michael David Hartman