Ryan Matthew Lind
Investment adviser representative at Rfg Advisory, LLC
11 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
11 years in the industry.
- Rfg Advisory, LLCOct 2023 to now
- Rfg Advisory, LLC dba Lind Wealth ManagementOct 2023 to now
- Financial Engines Advisors L.L.COct 2019 to Oct 2023
- TD Ameritrade Investment Management, LLCFeb 2018 to Oct 2019
- TD Ameritrade, Inc.Feb 2018 to Oct 2019
- ScottradeApr 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 5726311
- Firm CRD
- 158401