Retirement Financial Group, LLC

CRD 322692 · Beaumont, TX · $185.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 322692
SEC number: 801-126392
Firm type: RIA
Assets under management: $185.9M as of Jun 16, 2026
Website: www.facebook.com/RetirementNational ↗
Phone: 409-908-4160
Address: 1090 Longfellow Dr., Beaumont, TX, 77706

Advisors at this firm

4 in our index · page 1 of 1

Hunter Allen BergeronCRD 8290813 · Beaumont, TX

IA Registered
Erik Otha MorganCRD 6951804 · Beaumont, TX

IA Registered
Katelynn Makenzie ReeseCRD 7597610 · Beaumont, TX

IA Registered
Clark Calvin ShofnerCRD 4785962 · Nederland, TX

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 322692 ↗ FINRA BrokerCheck record for firm CRD 322692 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.