Paul Justin Wankmueller
Investment adviser representative at Rfg Advisory, LLC
13 yearsExperience
3 statesRegistered 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
13 years in the industry.
- Rfg Advisory, LLCNov 2023 to now
- Martin Fund ManagementMar 2023 to Nov 2023
- UnemployedJan 2023 to Mar 2023
- Blue Line FuturesSep 2021 to Jan 2023
- UnemployedFeb 2021 to Sep 2021
- Intercontinental ExchangeJan 2013 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (AL, FL, TX).
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
- 4679607
- Firm CRD
- 158401