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Rfg Advisory, LLC CRD 158401
$7.97B regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-06 |
| TX | RA | APPROVED | 2024-01-06 |
Branch Locations
555 Middle Creek Pkwy, Colorado Springs, CO 80921 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accelerated Wealth, Llc | Fort Collins | CO | 09/2012 | 01/2024 |
| Accelerated Wealth Advisors Llc | Colorado Springs | CO | 01/2015 | 01/2024 |
| Rfg Advisory, Llc Dba Confidence Financial Partners | Colorado Springs | CO | 01/2024 | Present |
(1) Triad Partners; Not Investment Related; Lawrence, KS; Traditional Insurance Agency; Agent; 01/15/2024; 80; 80; traditional insurance sales; (2) YOUnify Financial LLC; not investment-related; 16190 Forest Light Rd., Colorado Springs, CO 80908; LLC for tax purposes; President; Start: 01/2014; 10 hours/month during securities trading hours; LLC for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
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