Inactive

Ryan Michael Schroer

Rfg Wealth Advisory

Claim This Profile

Current Employers

Rfg Wealth Advisory

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-12

S65 Uniform Investment Adviser Law Examination

2026-06-12

View on SEC IAPD

Other Firms

PANTELES ADVISORS

ADVISOR RESOURCE COUNCIL

OSAIC WEALTH, INC.

REVO O&G WORKING INTEREST FUND 2024 GP, LLC

REVO O&G WORKING INTEREST FUND 2025 GP, LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

Other Investors

STEPHEN ROBERT SHANNON

AARON BARTO JUNK

Collins Garrett Knight

Alec Michael Calvillo

PAUL EDWARD BENGE

SHELDON MATTHEW BENGE

LESLIE BEACHUM BENGE

Quinn Julian Moser

Other Offices

PANTELES ADVISORS · ARGYLE, TX

ADVISOR RESOURCE COUNCIL · Roanoke, TX

OSAIC WEALTH, INC. · ROANOKE, TX

REVO O&G WORKING INTEREST FUND 2024 GP, LLC · ROANOKE, TX

REVO O&G WORKING INTEREST FUND 2025 GP, LLC · ROANOKE, TX

LPL FINANCIAL LLC · ROANOKE, TX

EDWARD JONES · ROANOKE, TX

EDWARD JONES · Roanoke, TX

More in Argyle, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor