Michael Lemich has been Partner of RFG Holdings since June 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Michael Lemich studied at Brigham Young University.
RFG Holdings Inc. is an Argyle, TX firm with $477M under management, 446 clients and 4 advisers in one office, as of its May 2026 filing.
Mike Lemich is Advisor/Financial Planner of RFG Wealth Advisory. Lemich began working at RFG Wealth in 2018, after previously working as a VP of Operations at another local advisory firm.
Michael Lemich’s longest registration is the current one, 8 years at RFG Holdings since 2018. Before joining RFG Holdings in 2018, Michael Lemich was registered through Sagepoint Financial, Inc.
- Sagepoint Financial, Inc.– · 1 yearFlower Mound, TX · Adviser representative · Firm CRD 133763
Professional designations
Listed by RFG Holdings
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Lemich is registered as an investment adviser representative in Texas, since July 2018.
- TexasSince 9 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 25 July 2017 |
| Series 66 | Uniform Combined State Law Examination | 8 May 2015 |
| Series 7 | General Securities Representative Examination | 10 March 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Kent Lemich
- CRD
- 6218975
- Firm
- RFG Holdings · CRD 173862
- Role
- Partner
- Office
- 130 OLD TOWN BLVD. SOUTH, SUITE 100, Argyle, TX 76226
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rfgwealthadvisory.com
Where does Michael Lemich work?
Michael Lemich has been Partner of RFG Holdings Inc. since June 2022.
Is Michael Lemich a financial advisor?
Yes. Michael Lemich has a current investment-adviser registration in Texas, through RFG Holdings since July 2018.
How many years of experience does Michael Lemich have?
Michael Lemich has 11 years in the financial industry, since March 2015, across 2 adviser firms.
What exams has Michael Lemich passed?
Michael Lemich has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in March 2015. FINRA credited Michael Lemich with the SIE, which began in October 2018.
Where did Michael Lemich work before RFG Holdings?
Before RFG Holdings, Michael Lemich was registered through Sagepoint Financial, Inc., January 2017 to July 2018.
Where is Michael Lemich based?
Michael Lemich’s registered office is in Argyle, TX.
Is Michael Lemich registered with FINRA?
No. Michael Lemich has no current broker registration.
Is Michael Lemich a CFP?
RFG Holdings lists Michael Lemich with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Lemich’s record?
Search CRD 6218975 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Lemich’s full registration record.
