Michael Kent Lemich

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 06/2018
  Boda Financial Group, Inc.
  Flower Mound, TX
• 03/2015 → 06/2018
  Sagepoint Financial
  Flower Mound, TX
• 07/2018 → 09/2025
  Lpl Financial Llc
  Argyle, TX
• 07/2018 → Present
  Rfg Holdings Inc. (Dba: Rfg Wealth Advisory)
  Argyle, TX
• 01/2017 → 06/2018
  Sagepoint Financial
  Flower Mound, TX

Previous Registrations

• 2017-01-18 → 2018-07-03
  Osaic Services, Inc.
  Flower Mound, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-05-08

Designations

• Certified Financial Planner

Other Names

• Michael Lemich