RLB FINANCIAL LLC
Legal name: RLB FINANCIAL
CRD #151778 SEC #801-128918 SPRINGFIELD, MO 866-686-8097
SEC Registered
Total AUM
$172.1M
Discretionary
$172.1M
Employees
4
Clients
0
Accounts
604
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALTZELL, ROBERT, LEE | I | MANAGING MEMBER/CCO | E | Control |
| BALTZELL, ROBERT, LEE | I | MANAGING MEMBER/CCO | E | Control |
| BALTZELL, ROBERT, LEE | I | MANAGING MEMBER/CCO | E | Control |
| BALTZELL, ROBERT, LEE | I | MANAGING MEMBER/CCO | E | Control |
| BALTZELL, ROBERT, LEE | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Oct 3, 2025 REGISTERED
Notice Filings (7)
CA IL LA MO NY TX WA
Address
2530 S. CAMPBELLSUITE I, #130
SPRINGFIELD, MO 65807
United States
Phone: 866-686-8097