Nathan Scott Yeomans
Investment adviser representative at Rfg Advisory, LLC
22 yearsExperience
2 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
22 years in the industry.
- Rfg Advisory, LLCJan 2023 to now
- Rfg Advisory, LLC d/b/a Design Wealth AdvisorsJan 2023 to now
- Centennial Advisor Group, LLC dba Design Wealth AdvisorsMay 2013 to now
- Yeomans Photography/photo Booth Bliss, LLCDec 2004 to now
- Accelerated Wealth Advisors, LLCApr 2015 to Jan 2023
- Accelerated Wealth, LLCApr 2015 to Jan 2023
- Accelerated Insurance GroupJul 2014 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5110349
- Firm CRD
- 158401