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- Custodian
- Assetmark · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-08-2009
- Office Locations
- 2
Office Locations
About RLB Financial
RLB Financial is an independent, fee-based advisory firm providing financial planning and investment management, with support across insurance, retirement, estate planning, and wealth preservation. The practice emphasizes education and hosts free client events. Portfolios are largely ETF-based and may incorporate fixed income. A notable differentiator is an ongoing CPA partnership that certifies tax-efficiency and supports tax planning for clients, including business owners and entrepreneurs.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
ROBERT LEE BALTZELL SR.
Chief Compliance Officer, Managing Member
- CRD
- #2609079
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WAYNE ANTHONY MILLER II
--
- CRD
- #5578486
MICHAEL JACOB THOMAS
Financial Advisor
- CRD
- #6483975
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,597,197 | $285,053 |
| Non-Discretionary | $0 | -- |
| Total | $173,597,197 | $285,053 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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