Micheal David Heckman

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

• 11/2013 → 11/2019
  Ameriprise Financial Services, Inc.
  Ludington, MI
• 11/2019 → 12/2024
  Private Client Services
  Ludington, MI
• 11/2019 → Present
  Rfg Advisory, Llc
  Ludington, MI
• 12/2016 → Present
  West Shore Combat Arts
  Ludington, MI

Previous Registrations

• 2013-12-11 → 2019-11-25
  Ameriprise Financial Services, Llc
  Ludington, MI
  Fremont, MI
  Spring Lake, MI
• 2009-10-23 → 2013-12-03
  Edward Jones
  Scottville, MI
  St Louis, MO

Other Businesses

1) RFG ADVISORY, LLC. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA WEALTH ADVISOR. 160 HOURS/MO; 160 DURING TRADING HOURS. 2) WEST SHORE COMBAT ARTS. 605 N RATH AVE, LUDINGTON, MI 49431. MARTIAL ARTS INSTRUCTOR, HEALTH & FITNESS. CHIEF INSTRUCTOR, LEAD WORKOUTS, DESIGN CURRICULUM. INSTRUCTOR. 15 HOURS/MO; 0 DURING TRADING HOURS. 3) ADVISOR EXCEL. 5726 W US HWY 10. FMO INSURANCE (LIFE, ACCIDENT, ANNUITY, MEDICINE) 5-10 HRS/MO; 5-10 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-09

Designations

• Certified Financial Planner

Other Names

• Michael Heckman
• Michael David Heckman
• Mike Heckman