Michael
Stalka

Rfg Advisory, LLC

CRD#4797565
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Stalka is a financial advisor based in Saint Louis, Missouri, working with Rfg Advisory, LLC. Michael has previously held positions at Larson Financial Group, LLC, Larson Financial Securities, LLC, Grn - St. Louis, Lpl Financial LLC, Rfg Advisory, LLC, Private Client Services, and Rfg Advisory Dba Four Seasons Wealth Management. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Missouri, and Texas. Currently, Michael is part of Rfg Advisory, LLC, which operates out of Saint Louis, Missouri. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Three City Place Dr. Suite 590
Saint Louis, MO 63141

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

MO Average: $1,620,585,161
Total Number of Employees

195

MO Average: 52
Total Number of Accounts

17,871

MO Average: 1,560
Average Account Size

$215,951

MO Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Stalka Work History

2020 - Present (4 years)

Rfg Advisory Dba Four Seasons Wealth Management

2018 - Present (6 years)

Private Client Services

2018 - 2018 (< 1 year)

Lpl Financial LLC

2018 - 2022 (4 years)

Rfg Advisory, LLC

2016 - 2017 (1 year)

Grn - St. Louis

2009 - 2016 (7 years)

Larson Financial Securities, LLC

2007 - 2016 (9 years)

Larson Financial Group, LLC

Disclosures

Please visit the SEC profile of Michael Stalka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rfg Advisory, LLC

Mackenzie Bekeza
Colorado Springs, CO
Emily Donaldson
Saint Louis, MO
Kevin Murphy
Saint Louis, MO
Gibson Bosworth
Birmingham, AL
John Gallia
Saint Louis, MO
Brittani Schaefer
Saint Louis, MO
Sean Mccauley
Southlake, TX
Counce Drinkard
Birmingham, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started