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Sara Dorothy Brubaker

Rfm Financial Solutions, LLC

Midland, MI

CRD 7856609

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Employer firm

Rfm Financial Solutions, LLC CRD 124468

$260M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Rfm Financial Solutions, Llc

805 N. Brown St., Mt. Pleasant, MI 48858 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-06
MI RA APPROVED 2024-01-16
  • TX RA
    APPROVED
    Since 2026-08-06
  • MI RA
    APPROVED
    Since 2024-01-16

Branch Locations

1515 Commerce Drive, Suite C, Midland, MI 48642 • 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
Rfm Financial Solutions, Llc Midland MI 07/2018 Present
Wholesale Mattress Midland MI 01/2004 02/2018
Homemaking Hope MI 02/2018 07/2018
  • 07/2018 → Present
    Rfm Financial Solutions, Llc
    Midland, MI
  • 01/2004 → 02/2018
    Wholesale Mattress
    Midland, MI
  • 02/2018 → 07/2018
    Homemaking
    Hope, MI
Designations
  • Chartered Financial Consultant
Other Names
  • Sara Leviere
  • Sara Hill

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AVANTAX PLANNING PARTNERS, INC.

Nearby Investors

SHANNON MARIE ASTRIKE
Lexi Marie Astrike
Amee Marie Hughes

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · MIDLAND, MI
EDWARD JONES · MIDLAND, MI
AVANTAX PLANNING PARTNERS, INC. · Midland, MI

More in Midland, MI

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