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Managing Member/cco · RLB Financial

Robert L. Baltzell

CRD 2609079 · Named on Form ADV at one SEC-registered adviser

At a glance

RLB Financial, an SEC-registered wealth manager based in Springfield, MO with $174 million in regulatory assets, lists Robert L. Baltzell on its Form ADV as Managing Member/cco, a control person.

Firms and roles

  • RLB FinancialManaging Member/ccoWealth manager · Springfield, MO · $174M in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.