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Samuel Bass

16 Years of Experience
Overland Park, KS
Sells Insurance

Samuel Bass is a registered investment advisor at Rsg Investments LLC, based in Overland Park, KS, with 16 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 538 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$116.4M
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Location

6801 W 107th St, Overland Park, KS, 66212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Samuel is an advisor at Retirement Solutions Group, Inc. and RSG Investments, both starting in 2017. He dedicates about half of his time to annuity, life, and medicare sales and financial services.

Employment History
Current Registrations
Rsg Investments LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Ae Wealth Management, LLC
May 2017 - September 2023 · 6 yrs 4 mos
Country Capital Management CompanyBroker
August 2009 - March 2017 · 7 yrs 7 mos
State Registrations2 states
KSMO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.