AdFi
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RLB Financial

SEC Registered
Springfield, MO866-686-8097
Assets Under Management
$100M–$500M
Office Locations
3 offices
Total Accounts
609

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Robert Lee Baltzell
MANAGING MEMBER/CCO

Office locations

3 offices in 2 states
MO
SpringfieldHQ
CA
Oxnard
CA
Northridge

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#151778
SEC Number
801-128918
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee / Other

Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RLB Financial has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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RLB Financial in Springfield, MO - Fees, Services & Advisors