Best Investors Account Sign in
Inactive

Ryan Michael Schroer

Rfg Wealth Advisory

Argyle, TX

CRD 8050469

Claim This Profile
Employer firm

Rfg Wealth Advisory CRD 173862

$477M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • FINANCIAL / PORTFOLIO CONSULTING SERVICES

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

Current Employers
Rfg Wealth Advisory

130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-15
  • TX RA
    APPROVED
    Since 2026-06-15

Branch Locations

130 Old Town Blvd. South Suite 100, Argyle, TX 76226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rfg Holdings, Inc. Argyle TX 03/2025 Present
American National Bank & Trust Flower Mound TX 05/2013 03/2025
Rfg Holdings, Inc. Argyle TX 06/2026 Present
  • 03/2025 → Present
    Rfg Holdings, Inc.
    Argyle , TX
  • 05/2013 → 03/2025
    American National Bank & Trust
    Flower Mound, TX
  • 06/2026 → Present
    Rfg Holdings, Inc.
    Argyle, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-12
  • S65 Uniform Investment Adviser Law Examination
    2026-06-12

View on SEC IAPD

Nearby Firms

PANTELES ADVISORS
ADVISOR RESOURCE COUNCIL
OSAIC WEALTH, INC.

Nearby Investors

STEPHEN ROBERT SHANNON
AARON BARTO JUNK
Collins Garrett Knight

Nearby Offices

PANTELES ADVISORS · ARGYLE, TX
ADVISOR RESOURCE COUNCIL · Roanoke, TX
OSAIC WEALTH, INC. · ROANOKE, TX

More in Argyle, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor