THE Patriot Financial Group, LLC
SEC RegisteredOur rule is that it is all about you.
About the firm
Rule Financial Services offers tailored wealth management with a fiduciary commitment to putting clients' interests first. Using a team approach, the firm develops personalized strategies addressing financial goals through planning, execution, and follow-up. The firm specializes in helping individuals develop sound retirement strategies, educating clients about investing, insurance, estate conservation, and preserving wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers investments (including laddered bond portfolios, IRAs, annuities, brokerage accounts, and alternative investments), financial planning (retirement, tax, 401(k), 403(b), college, estate, and profit sharing plans), and insurance (disability income, life, long-term care, group health, and employee benefits).
Who they serve
Individuals, particularly those who are retired or approaching retirement, who have a wide variety of financial needs.
Leadership
Office locations
Advisors at this firm
35 advisors in the directory
Regulatory & compliance
Data as of July 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Patriot Financial Group, LLC 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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