RIA Intelligence

RETIREMENT FINANCIAL GROUP, LLC

CRD #322692 SEC #801-126392 BEAUMONT, TX 409-908-4160
SEC Registered
Total AUM
$153.3M
Discretionary
$150.9M
Employees
3
Clients
--
Accounts
805

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 8, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
Reese, Katelynn, MakenzieICCONA
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
MORGAN, ERIK, OTHAIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control
SHOFNER, CLARK, CALVINIMANAGING MEMBERD Control

Registrations

Federal

IA
Dec 8, 2025 REGISTERED

Notice Filings (4)

LA MA PA TX

Address

1090 LONGFELLOW DR.
BEAUMONT, TX 77706
United States
Phone: 409-908-4160