Richard Henry Ohlrich

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

• 10/2009 → 01/2022
  Lpl Financial, Llc
  Troy, MI
• 01/2015 → 09/2017
  Center For Wealth Planning Advisors, Inc.
  Troy, MI
• 01/2022 → Present
  Rfg Advisory, Llc
  Vestavia Hills, AL
• 01/2022 → Present
  Private Client Services, Llc
  Vestavia Hills, AL
• 01/2016 → 01/2022
  American Group Center For Wealth Planning
  Troy, MI

Previous Registrations

• 2010-01-15 → 2022-02-04
  Lpl Financial Llc
  Port Saint Lucie, FL
  San Diego, CA
  Port Saint Lucie, FL
  Troy, MI
• 2015-01-12 → 2017-09-11
  Center For Wealth Planning Advisors, Inc
  Troy, MI
• 2009-06-23 → 2009-10-13
  Mutual Service Corporation
  West Palm Beach, FL
  Boston, MA

Other Businesses

1) Crump Insurance. Insurance Agent. Life/Health, and variable insurance offerings to personal and family accounts. 20 hrs/mo;20 during trading hrs. 2) RFG Advisory. Investment related. Start Date: 01/2022. 1400 Urban Center Dr, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 96 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-02
• S63 Uniform Securities Agent State Law Examination
  1992-08-06

Other Names

• Rick Ohlrich