Shawn Thomas Miles
Investment adviser representative at Rfg Advisory, LLC
10 yearsExperience
1 stateRegistered 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.
- Rfg Advisory, LLCJun 2026 to now
- Rfg Advisory LLC dba Strodtman Wealth ManagementJun 2026 to now
- United Capital Financial Advisers, LLCJan 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 6594292
- Firm CRD
- 158401