Bruce Michael Wiitala
Investment adviser representative at Rfg Advisory, LLC
14 yearsExperience
1 stateRegistered in
$8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Private Client ServicesJun 2018 to now
- Rfg Advisory, LLCAug 2017 to now
- LPL Financial LLCAug 2017 to Jun 2018
- Impactive AdvisorsJan 2017 to Jun 2017
- Impactive HoldingsJan 2017 to Jun 2017
- Various Insurance Carriers for W & R Insurance AgenciesOct 2012 to Jan 2017
- Waddell & Reed IncOct 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MO).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1659919
- Firm CRD
- 158401