Active
RFM FINANCIAL SOLUTIONS, LLC
Investment Advice|MT. PLEASANT, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$227.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 174.1M |
| Non-Discretionary | 53.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 124468 |
| SEC Number | 801-116713 |
| Street Address | 805 N. BROWN ST. |
| Location | MT. PLEASANT, MI 48858 |
| Country | United States |
| Phone | 989.772.1209 |
| Fax | 989.772.5352 |
| Total Employees | 6 |
Client Count by Type (558 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 461 |
| High Net Worth Individual… | 68 |
| Corporations/Businesses | 24 |
| Pension/Profit Sharing Pl… | 5 |
Community Partners
TOWNSHIP OF BROOMFIELD
TOWNSHIP OF COE
TOWNSHIP OF DEERFIELD
TOWNSHIP OF DENVER
TOWNSHIP OF FREMONT
TOWNSHIP OF ISABELLA
TOWNSHIP OF NOTTAWA
TOWNSHIP OF ROLLAND
TOWNSHIP OF VERNON
TOWNSHIP OF WISE
VILLAGE OF ROSEBUSH
TOWNSHIP OF BROOMFIELD
TOWNSHIP OF COE
TOWNSHIP OF DEERFIELD
TOWNSHIP OF DENVER
TOWNSHIP OF FREMONT
TOWNSHIP OF ISABELLA
TOWNSHIP OF NOTTAWA
TOWNSHIP OF ROLLAND
TOWNSHIP OF VERNON
TOWNSHIP OF WISE
VILLAGE OF ROSEBUSH
TOWNSHIP OF BROOMFIELD
TOWNSHIP OF COE
TOWNSHIP OF DEERFIELD
TOWNSHIP OF DENVER
TOWNSHIP OF FREMONT
TOWNSHIP OF ISABELLA
TOWNSHIP OF NOTTAWA
TOWNSHIP OF ROLLAND
TOWNSHIP OF VERNON
TOWNSHIP OF WISE
VILLAGE OF ROSEBUSH
Municipal Government
11 Active
11
Organizations
CENTRAL MI DIST HEALTH DEPARTMENT
CHIPPEWA RIVER DISTRICT LIBRARY SYSTEM
COMMUNITY MENTAL HEALTH FOR CENTRAL MICH
ISABELLA CONSERVATION DISTRICT
ISABELLA COUNTY TRANSPORTATION COMMISSION
ISABELLA SOIL CONSERVATION DISTRICT
NOTTAWA-SHERMAN TOWNSHIP FIRE
ROSEBUSH VILLAGE OF
CENTRAL MI DIST HEALTH DEPARTMENT
CHIPPEWA RIVER DISTRICT LIBRARY SYSTEM
COMMUNITY MENTAL HEALTH FOR CENTRAL MICH
ISABELLA CONSERVATION DISTRICT
ISABELLA COUNTY TRANSPORTATION COMMISSION
ISABELLA SOIL CONSERVATION DISTRICT
NOTTAWA-SHERMAN TOWNSHIP FIRE
ROSEBUSH VILLAGE OF
CENTRAL MI DIST HEALTH DEPARTMENT
CHIPPEWA RIVER DISTRICT LIBRARY SYSTEM
COMMUNITY MENTAL HEALTH FOR CENTRAL MICH
ISABELLA CONSERVATION DISTRICT
ISABELLA COUNTY TRANSPORTATION COMMISSION
ISABELLA SOIL CONSERVATION DISTRICT
NOTTAWA-SHERMAN TOWNSHIP FIRE
ROSEBUSH VILLAGE OF
Special District
8 Active
8
Organizations
MONTABELLA COMMUNITY SCHOOLS
MT PLEASANT CITY SCH DIST
SHEPHERD PUBLIC SCH DIST
MONTABELLA COMMUNITY SCHOOLS
MT PLEASANT CITY SCH DIST
SHEPHERD PUBLIC SCH DIST
MONTABELLA COMMUNITY SCHOOLS
MT PLEASANT CITY SCH DIST
SHEPHERD PUBLIC SCH DIST
School District
3 Active
3
Organizations
AMERICAN HUMANIST ASSOCIATION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 0383
BLANCHARD AMERICAN LEGION AUXILARY
BLANCHARD AREA PARKS & RECREATION ASSOC
COLORS OF HEROES
COURSER COMMUNITY CENTER INC
ISABELLA WIND WATCH INC
KNIGHTS OF COLUMBUS
LITTLE LEAGUE BASEBALL INC
MONTABELLA ELEMENTARY PARENT TEACHER ORGANIZATION
PIECE TO PEACE QUILT CLUB
PTSA MICHIGAN CONGRESS OF PARENTS TEACHERS AND STUDENTS
ROSEBUSH 4TH OF JULY CELEBRATION
Rosebush Emergency Assistance Progr
Rosebush Interfaith Retirement Community
SOCIETY FOR THE STUDY OF THE AMERICAN GOTHIC
THE UNITED STATES PONY CLUBS INC
TOPS CLUB INC
AMERICAN HUMANIST ASSOCIATION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 0383
BLANCHARD AMERICAN LEGION AUXILARY
BLANCHARD AREA PARKS & RECREATION ASSOC
COLORS OF HEROES
COURSER COMMUNITY CENTER INC
ISABELLA WIND WATCH INC
KNIGHTS OF COLUMBUS
LITTLE LEAGUE BASEBALL INC
MONTABELLA ELEMENTARY PARENT TEACHER ORGANIZATION
PIECE TO PEACE QUILT CLUB
PTSA MICHIGAN CONGRESS OF PARENTS TEACHERS AND STUDENTS
ROSEBUSH 4TH OF JULY CELEBRATION
Rosebush Emergency Assistance Progr
Rosebush Interfaith Retirement Community
SOCIETY FOR THE STUDY OF THE AMERICAN GOTHIC
THE UNITED STATES PONY CLUBS INC
TOPS CLUB INC
AMERICAN HUMANIST ASSOCIATION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION POST 0383
BLANCHARD AMERICAN LEGION AUXILARY
BLANCHARD AREA PARKS & RECREATION ASSOC
COLORS OF HEROES
COURSER COMMUNITY CENTER INC
ISABELLA WIND WATCH INC
KNIGHTS OF COLUMBUS
LITTLE LEAGUE BASEBALL INC
MONTABELLA ELEMENTARY PARENT TEACHER ORGANIZATION
PIECE TO PEACE QUILT CLUB
PTSA MICHIGAN CONGRESS OF PARENTS TEACHERS AND STUDENTS
ROSEBUSH 4TH OF JULY CELEBRATION
Rosebush Emergency Assistance Progr
Rosebush Interfaith Retirement Community
SOCIETY FOR THE STUDY OF THE AMERICAN GOTHIC
THE UNITED STATES PONY CLUBS INC
TOPS CLUB INC
Nonprofit Organization
24 Active
24
Organizations
Community Partners46 organizations
TOWNSHIP OF BROOMFIELD
Municipal Government·REMUS
TOWNSHIP OF DENVER
Municipal Government·HERSPERIA
TOWNSHIP OF ISABELLA
Municipal Government·ROSEBUSH
TOWNSHIP OF NOTTAWA
Municipal Government·WEIDMAN
TOWNSHIP OF ROLLAND
Municipal Government·BLANCHARD
TOWNSHIP OF WISE
Municipal Government·CLARE
VILLAGE OF ROSEBUSH
Municipal Government·ROSEBUSH
CENTRAL MI DIST HEALTH DEPARTMENT
Special District·MOUNT PLEASANT
COMMUNITY MENTAL HEALTH FOR CENTRAL MICH
Special District·MOUNT PLEASANT
ISABELLA CONSERVATION DISTRICT
Special District·MOUNT PLEASANT
NOTTAWA-SHERMAN TOWNSHIP FIRE
Special District·WEIDMAN
ROSEBUSH VILLAGE OF
Special District·ROSEBUSH
AMERICAN HUMANIST ASSOCIATION
Nonprofit Organization·Blanchard
AMERICAN LEGION
Nonprofit Organization·blanchard
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Blanchard
AMERICAN LEGION POST 0383
Nonprofit Organization·Rosebush
BLANCHARD AMERICAN LEGION AUXILARY
Nonprofit Organization·Blanchard
BLANCHARD AREA PARKS & RECREATION ASSOC
Nonprofit Organization·BLANCHARD
COLORS OF HEROES
Nonprofit Organization·ROSEBUSH
COURSER COMMUNITY CENTER INC
Nonprofit Organization·BLANCHARD
ISABELLA WIND WATCH INC
Nonprofit Organization·ROSEBUSH
KNIGHTS OF COLUMBUS
Nonprofit Organization·Rosebush
LITTLE LEAGUE BASEBALL INC
Nonprofit Organization·ROSEBUSH
MONTABELLA ELEMENTARY PARENT TEACHER ORGANIZATION
Nonprofit Organization·Blanchard
PIECE TO PEACE QUILT CLUB
Nonprofit Organization·Rosebush
PTSA MICHIGAN CONGRESS OF PARENTS TEACHERS AND STUDENTS
Nonprofit Organization·ROSEBUSH
ROSEBUSH 4TH OF JULY CELEBRATION
Nonprofit Organization·Rosebush
Rosebush Emergency Assistance Progr
Nonprofit Organization·Rosebush
Rosebush Interfaith Retirement Community
Nonprofit Organization·Rosebush
SOCIETY FOR THE STUDY OF THE AMERICAN GOTHIC
Nonprofit Organization·Rosebush
THE UNITED STATES PONY CLUBS INC
Nonprofit Organization·Rosebush
TOPS CLUB INC
Nonprofit Organization·Rosebush
UNITED STATES BOWLING CONGRESS INC
Nonprofit Organization·Blanchard
UNITED STATES BOWLING CONGRESS INC
Nonprofit Organization·Blanchard
UNITED STATES BOWLING CONGRESS INC
Nonprofit Organization·blanchard
United Steelworkers International Local Union 00814
Nonprofit Organization·Blanchard