Rafael Balderrabano
Investment adviser representative at Pfg Advisors
19 yearsExperience
1 stateRegistered in
$3.3BFirm assets
11 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
Experience
19 years in the industry.
- United PlannersNov 2025 to now
- Pfg Advisors LLCApr 2025 to now
- First Service Credit UnionAug 2014 to now
- Rafael BalderrabanoJul 2006 to now
- Osaic Wealth, Inc.Apr 2025 to Nov 2025
- Cuso Financial Services, LPOct 2021 to Mar 2025
- Cuna Brokerage Services, Inc.Dec 2019 to Oct 2021
- Cuso Financial Services, LPAug 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 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
- 5411122
- Firm CRD
- 173344