Investment adviser representative · Rfg Advisory, LLC
Patrick G. Strodtman
CRD 6569476 · Vestavia Hills, AL
At a glance
Patrick G. Strodtman is an investment adviser representative with Rfg Advisory, LLC in Vestavia Hills, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patrick’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Rfg Advisory, LLCSince February 2025Vestavia Hills, AL · $8.0B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Patrick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Rfg Advisory, LLC
- Bradford D. ActonVestavia Hills · Certified Financial Planner
- Robert T. Agnew Jr.Vestavia Hills
- Clayton B. AhoVestavia Hills · Chartered Financial Analyst
- Paul BernierVestavia Hills
- George D. BerridgeVestavia Hills
- Lance D. BillingsVestavia Hills
- Eric J. BlakeVestavia Hills · Certified Financial Planner
- Eric L. BlakeVestavia Hills
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