Rick Wedell

As the Chief Investment Officer for RFG Advisory Group, I am directly responsible for the direction and management of RFG's investment strategies, setting the vision for our research capabilities, and managing a turn-key investment platform engineered to help our advisors and their clients with their most pressing investment needs. I previously spent over a decade at Bain Capital Credit, where I was the Head of the Consumer Group as well as an assistant Portfolio Manager for an $8bn CLO business.

Named a Top 100 RIA in the U.S. by Forbes, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and an institutional-caliber investment management team. RFG defines itself as a client experience company first, a technology company second, and an RIA third. Recognizing that the industry is in a state of transition, RFG is committed to providing advisors with the tools they need to serve their clients, capture market share, and grow their businesses in the face of an ever-changing business landscape.

Be in business for yourself, not by yourself.

See all of our awards (and related disclosures) at https://rfgadvisory.com/awards-criteria

Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

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