Wesley Stephen Miller
Investment adviser representative at Rfg Advisory, LLC
10 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
10 years in the industry.
- Rfg Advisory, LLCMay 2021 to now
- Rfg Advisory, LLC dba Willow Private WealthMay 2021 to now
- Private Client ServicesJun 2021 to Dec 2025
- Northwestern Mutual Investment Services LLCJan 2019 to May 2021
- Northwestern Mutual Wealth Management CompanyMay 2018 to May 2021
- Northwestern Mutual Investment Services LLCFeb 2017 to Dec 2018
- Northwestern Mutual Life Insurance CompanySep 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 6693673
- Firm CRD
- 158401