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RLB FINANCIAL

SPRINGFIELD, MO · CRD 151778 · IAPD ↗ · 866-686-8097

$173.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
September 2024 — RLB FINANCIAL notice-filed in NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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