# RFM FINANCIAL SOLUTIONS, LLC

RFM FINANCIAL SOLUTIONS, LLC of MT. PLEASANT, MI is an SEC-registered investment adviser.

## Registration

- CRD: 124468
- Type: SEC-registered investment adviser
- SEC file number: 801-116713
- Location: 805 N. BROWN ST., MT. PLEASANT, MI, 48858
- Phone: 989.772.1209
- Latest filing: 2026-08-06
- Regulatory AUM: $260.1M
- Discretionary AUM: $196.6M
- Non-discretionary AUM: $63.5M
- Clients: 6
- Accounts: 979

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Michael Eugene Harter | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER; SHAREHOLDER | — |
| SMITH BENJAMIN A | MANAGER | — |
| SMITH CLARENCE ANDREW | MANAGER | — |
| HARTER MICHAEL EUGENE | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER; CHIEF COMPLIANCE OFFICER / OPERATIONAL MANAGER; CHIEF COMPLIANCE OFFICER & SENIOR PORTFOLIO MANAGER (+2 more) | — |
| MURRAY PAUL BENJAMIN | MANAGER; SHAREHOLDER | — |
| FRAME KEITH OWEN | MANAGER; SHAREHOLDER | — |
| CASTLE LISA LYNN | ADMINISTRATOR; CHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER | — |
| Goggan John D | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124468/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124468/similar
- Related entities: https://search.stillhousedata.com/firm/124468/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124468

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.