RFM FINANCIAL SOLUTIONS, LLC
CRD #124468 SEC #801-116713 MT. PLEASANT, MI 989.772.1209
SEC Registered
Total AUM
$260.1M
Discretionary
$196.6M
Employees
6
Clients
11
Accounts
979
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASTLE, LISA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASTLE, LISA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASTLE, LISA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASTLE, LISA, LYNN | I | ADMINISTRATOR | NA | |
| CASTLE, LISA, LYNN | I | OPERATIONS MANAGER | NA | |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER / OPERATIONAL MANAGER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER / OPERATIONAL MANAGER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER / OPERATIONAL MANAGER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER / OPERATIONAL MANAGER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER / OPERATIONAL MANAGER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & SENIOR PORTFOLIO MANAGER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | NA | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | NA | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY CPAS | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS, P.C. | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS, P.C. | DE | PARENT COMPANY | E | Control |
| ROBERT F. MURRAY & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS, P.C. | DE | PARENT COMPANY | E | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| MURRAY, PAUL, BENJAMIN | I | MANAGER | D | Control |
| MURRAY, PAUL, BENJAMIN | I | MANAGER | D | Control |
| MURRAY, PAUL, BENJAMIN | I | MANAGER | D | Control |
| MURRAY, PAUL, BENJAMIN | I | MANAGER | D | Control |
| MURRAY, PAUL, BENJAMIN | I | MANAGER | D | Control |
| MURRAY, PAUL, BENJAMIN | I | MANAGER | D | Control |
| MURRAY, PAUL, BENJAMIN | I | MANAGER | D | Control |
| FRAME, KEITH, OWEN | I | MANAGER | B | |
| FRAME, KEITH, OWEN | I | MANAGER | B | |
| FRAME, KEITH, OWEN | I | MANAGER | B | |
| FRAME, KEITH, OWEN | I | MANAGER | B | |
| FRAME, KEITH, OWEN | I | MANAGER | B | |
| FRAME, KEITH, OWEN | I | MANAGER | B | |
| FRAME, KEITH, OWEN | I | MANAGER | B | |
| HARTER, MICHAEL, EUGENE | I | OPERATIONAL MANAGER | B | Control |
| HARTER, MICHAEL, EUGENE | I | OPERATIONAL MANAGER | B | Control |
| HARTER, MICHAEL, EUGENE | I | OPERATIONAL MANAGER | B | Control |
| HARTER, MICHAEL, EUGENE | I | OPERATIONAL MANAGER | B | Control |
| HARTER, MICHAEL, EUGENE | I | OPERATIONAL MANAGER | B | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER / OPERATIONAL MANAGER | B | Control |
| HARTER, MICHAEL, EUGENE | I | CHIEF COMPLIANCE OFFICER / OPERATIONAL MANAGER | B | Control |
| SMITH, SCOT, A. | I | MANAGER | A | |
| SMITH, SCOT, A. | I | MANAGER | A | |
| SMITH, SCOT, A. | I | MANAGER | A | |
| SMITH, SCOT, ANDREW | I | MANAGER | A | |
| SMITH, SCOT, ANDREW | I | MANAGER | A | |
| SMITH, SCOT, ANDREW | I | MANAGER | A | |
| SMITH, SCOT, ANDREW | I | MANAGER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Goggan, John, D | I | ROBERT F. MURRAY & COMPANY CPAS | F | Control |
| Goggan, John, D | I | ROBERT F. MURRAY & COMPANY CPAS | F | Control |
| HARTER, MICHAEL, EUGENE | I | ROBERT F. MURRAY & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS, P.C. | D | Control |
| HARTER, MICHAEL, EUGENE | I | ROBERT F. MURRAY & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS, P.C. | D | Control |
| MURRAY, PAUL, BENJAMIN | I | ROBERT F. MURRAY & COMPANY, CPAS | D | Control |
| MURRAY, PAUL, BENJAMIN | I | ROBERT F. MURRAY & COMPANY, CPAS | D | Control |
| MURRAY, PAUL, BENJAMIN | I | ROBERT F. MURRAY & COMPANY, CPAS | D | Control |
| MURRAY, PAUL, BENJAMIN | I | ROBERT F. MURRAY & COMPANY, CPAS | D | Control |
| MURRAY, PAUL, BENJAMIN | I | ROBERT F. MURRAY & COMPANY, CPAS | D | Control |
| FRAME, KEITH, OWEN | I | ROBERT F. MURRAY & COMPANY CPAS | C | Control |
| FRAME, KEITH, OWEN | I | ROBERT F. MURRAY & COMPANY CPAS | C | Control |
| FRAME, KEITH, OWEN | I | ROBERT F. MURRAY & COMPANY CPAS | C | Control |
| FRAME, KEITH, OWEN | I | ROBERT F. MURRAY & COMPANY CPAS | C | Control |
| FRAME, KEITH, OWEN | I | ROBERT F. MURRAY & COMPANY CPAS | C | Control |
| FRAME, KEITH, OWEN | I | ROBERT F. MURRAY & COMPANY CPAS | C | Control |
| MURRAY, PAUL, BENJAMIN | I | ROBERT F. MURRAY & COMPANY CPAS | C | Control |
| MURRAY, PAUL, BENJAMIN | I | ROBERT F. MURRAY & COMPANY CPAS | C | Control |
Registrations
Federal
IA
Dec 22, 2025 REGISTERED
Notice Filings (1)
MI
Address
805 N. BROWN ST.MT. PLEASANT, MI 48858
United States
Phone: 989.772.1209