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Samuel Kristoffer Bass

Investment adviser representative at Rsg Investments LLC
17 yearsExperience
2 statesRegistered in
$140.5MFirm assets
1 yearFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

17 years in the industry.

  1. Rsg Investments LLCFeb 2017 to now
  2. Retirement Solutions Group, Inc.Feb 2017 to now
  3. Ae Wealth Management, LLCMay 2017 to Oct 2022
  4. Country FinancialJul 2009 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (KS, MO).

Rsg Investments LLC

$140.5MAssets managed
564Clients
7Advisers
1 yearIn 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
3205872
Firm CRD
323527
Advisor's SEC record (opens in a new tab)
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