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Russell Thomas Schade

Rfg Advisory, LLC

Vestavia Hills, AL

Ludington, MI

CRD 7871439

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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
MI RA APPROVED 2025-09-19
TX RA APPROVED 2025-09-19
  • MI RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-19

Branch Locations

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

5726 W Us 10, Ludington, MI 49431 • 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
Rfg Advisory Dba Sable Point Wealth Management Ludington MI 05/2024 09/2025
Larsen's Landscaping Scottville MI 06/2021 08/2023
West Shore Community College Scottville MI 08/2022 05/2023
Self Employed Scottville MI 11/2017 04/2022
City Of Scottville Scottville MI 06/2019 09/2020
Rfg Advisory Dba Sable Point Wealth Management Ludington MI 09/2025 Present
Mason County High School Scottville MI 09/2019 05/2022
West Shore Community College Scottville MI 08/2020 05/2023
Central Michigan University Mount Pleasant MI 08/2023 05/2025
Unemployed Scottville MI 01/2015 06/2019
  • 05/2024 → 09/2025
    Rfg Advisory Dba Sable Point Wealth Management
    Ludington, MI
  • 06/2021 → 08/2023
    Larsen's Landscaping
    Scottville, MI
  • 08/2022 → 05/2023
    West Shore Community College
    Scottville, MI
  • 11/2017 → 04/2022
    Self Employed
    Scottville, MI
  • 06/2019 → 09/2020
    City Of Scottville
    Scottville, MI
  • 09/2025 → Present
    Rfg Advisory Dba Sable Point Wealth Management
    Ludington, MI
  • 09/2019 → 05/2022
    Mason County High School
    Scottville, MI
  • 08/2020 → 05/2023
    West Shore Community College
    Scottville, MI
  • 08/2023 → 05/2025
    Central Michigan University
    Mount Pleasant, MI
  • 01/2015 → 06/2019
    Unemployed
    Scottville, MI
Other Businesses

1) Sable Point Wealth Management; YES; 5726 W US 10 Ludington, MI 49431; DBA; Investment Adviser Representative; Start: 9/19/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory business 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 2025-09-13
  • S65 Uniform Investment Adviser Law Examination
    2025-09-13

View on SEC IAPD

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