RLB FINANCIAL LLC
RLB FINANCIAL LLC of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 151778). Regulatory assets under management: $173.6M.
Registration
- CRD: 151778
- SEC file number: 801-128918
- Type: Registered investment adviser
- Location: 2530 S. CAMPBELL, SUITE I, #130, SPRINGFIELD, MO, 65807
- Phone: 866-686-8097
- Latest filing: 2026-03-06
- Regulatory AUM: $173.6M
- Discretionary AUM: $173.6M
- Clients: 4
- Accounts: 609
Business model
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Robert Lee Baltzell | MANAGING MEMBER/CCO | — |
| BALTZELL ROBERT LEE | MANAGING MEMBER/CCO | — |
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