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Inactive

Liam K Schmidt

Rfg Advisory, LLC

Myrtle Beach, SC

Vestavia Hills, AL

CRD 8222723

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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:

Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-07-20
  • SC RA
    APPROVED
    Since 2026-07-20

Branch Locations

1109 48Th Avenue North Unit 212, Myrtle Beach, SC 29577 • United States

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • 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
OrganizationCityStateFromTo
Liam Lawncare Collingwood NJ 06/2018 08/2022
Student Collingswood NJ 08/2022 05/2023
Trump National Golf Course Pinehill NJ 05/2023 08/2024
Coastal Carolina University Conway SC 08/2022 01/2026
Greg Normans Australian Grille North Myrtle Beach SC 10/2024 08/2025
Financial Fitness Wealth Management Myrtle Beach SC 08/2025 12/2025
Financial Fitness Wealth Management Myrtle Beach SC 01/2026 Present
Student Collingswood NJ 08/2015 06/2022
Rfg Advisory Llc Dba Financial Fitness Wealth Management Myrtle Beach SC 07/2026 Present
  • 06/2018 → 08/2022
    Liam Lawncare
    Collingwood, NJ
  • 08/2022 → 05/2023
    Student
    Collingswood, NJ
  • 05/2023 → 08/2024
    Trump National Golf Course
    Pinehill, NJ
  • 08/2022 → 01/2026
    Coastal Carolina University
    Conway, SC
  • 10/2024 → 08/2025
    Greg Normans Australian Grille
    North Myrtle Beach, SC
  • 08/2025 → 12/2025
    Financial Fitness Wealth Management
    Myrtle Beach, SC
  • 01/2026 → Present
    Financial Fitness Wealth Management
    Myrtle Beach, SC
  • 08/2015 → 06/2022
    Student
    Collingswood, NJ
  • 07/2026 → Present
    Rfg Advisory Llc Dba Financial Fitness Wealth Management
    Myrtle Beach, SC
Other Businesses

1) FINANCIAL FITNESS WEALTH MANAGEMENT - 07/2026 - 1109 48th Avenue North, Suite 212, Myrtle Beach, SC 29577- Investment Advisor Representative, Fin Advisory business, 50 hrs/mo; 130 hrs/mo trading 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-14
  • S65 Uniform Investment Adviser Law Examination
    2026-07-14

View on SEC IAPD

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