Kacy Brooke Seitz

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

• 09/2013 → 08/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2013 → 08/2026
  Northwestern Mutual Investment Services, Llc
  Kansas City, MO
• 04/2016 → 08/2026
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 08/2026 → Present
  Rfg Advisory Llc Dba Whole Story Planning
  Lenexa, KS

Other Businesses

1) Whole Story Planning; YES; 8700 Monrovia, SUite 310, Lenexa, KS 66215; DBA; Owner/Founder/Advisor; Start: 8/28/2026; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 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. 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 09/01/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products. 4) 100% OWNER, SEE THE SEITZ, 21323 W 58TH STREET, SHAWNEE, KANSAS, 66218, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 07/17/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5 CREATOR AND WRITER OF WEBSITE, SOCIAL MEDIA, ETC RELATED TO PROMOTING OUR FAMILY INFLUENCER BRAND "SEE THE SEITZ"

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-06-28

Designations

• Certified Financial Planner

Other Names

• Kacy Brooke Douglas