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Paul Justin Wankmueller

RFG Advisory, LLC

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About Paul Justin Wankmueller

Paul Justin Wankmueller is a registered Investment Advisor Representative (IAR) with RFG Advisory, LLC in PALM BEACH, FL. Paul has been in the financial services industry since 2003 and holds Series 3, 7 and 63 securities licenses as well as the Series 65 license for Investment Advisor Representatives. Paul has a strong focus on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Paul has a history of working with various firms, including William Scott & Co. L.L.C. and Blue Line Futures. Paul's experience and expertise allow him to offer a variety of services, including education seminars, selection of other advisors, and pension consulting.

Firm Information

Paul Wankmueller 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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Paul Wankmueller’s Registration & Firm History

FL

03/13/2024 - Present

RFG Advisory, LLC (PALM BEACH FL)

NJ

07/10/2003 - 11/30/2004

WILLIAM SCOTT & CO. L.L.C. (UNION NJ)

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Licenses & Designations

IA

Issued 02/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2022

Series 3 - National Commodity Futures Examination

BC

Issued 07/09/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Justin Wankmueller.
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