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Michael Wayne Stalka

Investment adviser representative at Rfg Advisory, LLC
10 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

10 years in the industry.

  1. Rfg Advisory dba Four Seasons Wealth ManagementJan 2020 to now
  2. Private Client ServicesJun 2018 to now
  3. Rfg Advisory, LLCFeb 2018 to now
  4. LPL Financial LLCJan 2018 to Jun 2018
  5. UnemployedOct 2017 to Jan 2018
  6. Grn - ST. LouisNov 2016 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 3 states (FL, MO, 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
4797565
Firm CRD
158401
Advisor's SEC record (opens in a new tab)
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