Ryan Schroer has been President / Partner of RFG Holdings since March 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm.
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.
Ryan Schroer is President of RFG Wealth Advisory. Schroer joined the firm in 2025 as its president, after a banking career spanning nearly two decades. The role focuses on strategy, growth and expanding the firm's capabilities to bring value to clients.
- RFG Wealth AdvisoryCurrent– present · under a yearArgyle, TX · Adviser representative · Firm CRD 173862
Professional designations
Listed by RFG Holdings
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Ryan Schroer is registered as an investment adviser representative in Texas, since June 2026.
- TexasSince 15 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2026 |
| SIE | Securities Industry Essentials Examination | 21 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ryan Michael Schroer
- CRD
- 8050469
- Firm
- RFG Holdings · CRD 173862
- Role
- President / Partner
- Office
- 130 OLD TOWN BLVD. SOUTH, SUITE 100, Argyle, TX 76226
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rfgwealthadvisory.com
Where does Ryan Schroer work?
Ryan Schroer has been President / Partner of RFG Holdings Inc. since March 2025.
Is Ryan Schroer a financial advisor?
Yes. Ryan Schroer has a current investment-adviser registration in Texas, through RFG Holdings since June 2026.
How many years of experience does Ryan Schroer have?
Ryan Schroer has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Ryan Schroer passed?
Ryan Schroer has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in May 2025.
Where is Ryan Schroer based?
Ryan Schroer’s registered office is in Argyle, TX.
Is Ryan Schroer registered with FINRA?
No. Ryan Schroer has no current broker registration.
How can I verify Ryan Schroer’s record?
Search CRD 8050469 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Schroer’s full registration record.
