Raymond E Hart

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

• 05/2014 → 06/2020
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 05/2014 → 07/2020
  Usaa Financial Planning Services
  Colorado Springs, CO
• 01/2018 → 07/2020
  Usaa Investment Services Company
  San Antonio, TX
• 09/2020 → 05/2023
  Zeiders Enterprises
  Colorado Springs, CO
• 07/2021 → 01/2024
  Accelerated Wealth Advisors, Llc
  Colorado Springs, CO
• 07/2021 → 01/2024
  Accelerated Wealth, Llc
  Colorado Springs, CO
• 01/2024 → Present
  Rfg Advisory, Llc Dba Confidence Financial Partners
  Colorado Springs, CO
• 09/2023 → Present
  Magellan Federal
  Colorado Springs, CO

Previous Registrations

• 2021-07-30 → 2024-01-08
  Accelerated Wealth Advisors Llc
  Colorado Springs, CO
• 2018-01-08 → 2020-07-30
  Usaa Investment Services Company
  San Antonio, TX
  Colorado Springs, CO
• 2015-02-23 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO

Other Businesses

(1) TRIAD PARTNERS; INVESTMENT-RELATED; 730 NEW HAMPSHIRE ST., SUITE 222, LAWRENCE, KS 66044; INSURANCE IMO; FINANCIAL ADVISOR; START 01/15/2024; 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS; INSURANCE AGENT. (2) MAGELLAN FEDERAL; NOT INVESTMENT-RELATED; 2800 SHIRKINGTON ROAD #350, ARLINGTON, VA 22206; MILITARY CONTRACTOR PROVIDING PERSONAL FINANCIAL COUNSELORS; PERSONAL FINANCIAL COUNSELOR; START 09/2023; 10 HOURS/MONTH NOT DURING SECURITIES TRADING HOURS; PERSONAL FINANCIAL COUNSELOR, EDUCATION AND COUNSELING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-21
• S63 Uniform Securities Agent State Law Examination
  2014-07-09

Designations

• Certified Financial Planner

Other Names

• Ray Ernest Hart