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Craig Michael Fishel

RFG Advisory, LLC

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About Craig Michael Fishel

Craig Michael Fishel is an investment advisor representative at RFG Advisory, LLC, a financial planning firm with offices in Cuyahoga Falls, Ohio and Vestavia Hills, Alabama. Craig has over 7 years of experience in the financial services industry. Craig holds the Series 66, SIE, and Series 7 licenses. He is also a Chartered Financial Consultant. In addition to his work at RFG Advisory, LLC, Craig is also a partner at Paramount Financial Planning, LLC. Craig has a deep understanding of the financial markets and a passion for helping his clients achieve their financial goals.

Firm Information

Craig Fishel is currently registered with RFG Advisory, LLC. RFG Advisory, LLC is an investment advisor headquartered in VESTAVIA HILLS, AL. The firm provides financial planning, pension consulting, and educational seminars to individuals, corporations, and trusts. They have over 84 licensed agents, 122 investment advisor representatives, and 75 registered representatives. RFG Advisory, LLC manages over $3.8 billion in assets for over 17,871 clients.
RFG Advisory, LLC

1400 URBAN CENTER DRIVE

VESTAVIA HILLS, AL 35242-2245

$3.86B

Assets Under Management

8

Total Clients

120

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Fishel’s Registration & Firm History

OH

02/10/2023 - Present

RFG Advisory, LLC (CUYAHOGA FALLS OH)

OH

02/10/2023 - 05/22/2024

PRIVATE CLIENT SERVICES, LLC (Cuyahoga Falls OH)

OH

06/02/2016 - 02/21/2023

EQUITABLE ADVISORS, LLC (AKRON OH)

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Licenses & Designations

BOTH

Issued 08/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Michael Fishel.
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