Robert Lee Baltzell
Investment adviser representative at Rlb Financial
19 yearsExperience
2 statesRegistered in
$173.6MFirm assets
2 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Rlb Financial LLCSep 2009 to now
- Rlb & AssociatesFeb 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Rlb Financial
Legal name: Rlb Financial LLC
$173.6MAssets managed
607Clients
3Advisers
2 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
- 2609079
- Firm CRD
- 151778