Samuel Kristoffer Bass

Employer firm

Rsg Investments LLC CRD 323527

$141M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2009 → 02/2017
  Country Financial
  Overland Park, KS
• 02/2017 → Present
  Retirement Solutions Group, Inc.
  Overland Park, KS
• 02/2017 → Present
  Rsg Investments
  Overland Park, KS
• 05/2017 → 10/2022
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2017-05-17 → 2023-09-05
  Ae Wealth Management, Llc
  Overland Park, KS
  Lee's Summit, MO
  Kansas City, MO

Other Businesses

1) RETIREMENT SOLUTIONS GROUP, INC. INVESTMENT RELATED. 6801 W 107th ST. OVERLAND PARK, KS 66212. ANNUITY, LIFE, AND MEDICARE SALES. ADVISOR. START DATE 2/2017. 80 HOURS/MONTH, 80 HOURS DURING TRADING. 2) RSG INVESTMENTS. INVESTMENT RELATED. 6801 W 107th ST. OVERLAND PARK, KS 66212. FINANCIAL SERVICES. ADVISOR. START DATE 2/2017. 80 HOURS/MONTH, 80 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-24
• S63 Uniform Securities Agent State Law Examination
  2009-07-31