• Our Financial Service Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Service Representatives must pass comprehensive exams to obtain a license to sell products in your state.

    Insurance

    R&F Financial Group associates are licensed to sell insurance products in the following jurisdictions: CA, CO, DC, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NY, OK, TN, TX, UT, VA, WA, WI
    Brian Roberts CFS domiciled in MO: CA Insurance License #0F14024
    Mike Fleming CFP®, ChFC, CLU, RICP domiciled in MO: CA Insurance License #0H90458
    Nick Schneider domiciled in MO: CA Insurance License #0C20780

    Securities

    R&F Financial Group associates are licensed to sell securities in the following jurisdictions: AK, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, SC, TX, UT, VA, WA, WI

  • We work with clients all across the country because we have technology that allows us to work with you no matter where you are located.