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RFM FINANCIAL SOLUTIONS, LLC

MT. PLEASANT, MI · CRD 124468 · IAPD ↗ · rfmfinancialsolutions.com · 989.772.1209

$260.1MRegulatory AUM
3Advisory reps
6Employees
10Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — RFM FINANCIAL SOLUTIONS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
January 2025 — RFM FINANCIAL SOLUTIONS, LLC reported RAUM up 64% ($138.7M -> $227.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.