DFX Intelligence

Data Factory

RIA / WealthAdvisor19 years in industry

ROBERT LEE BALTZELL

Advisor at RLB FINANCIAL

SPRINGFIELD, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08445f47-30d5-caa8-1dc9-8d73e2b2a067

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 11, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RLB FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 8, 2008
First registration: Feb 11, 2008
Dual registered: no
Other names: ROBERT BALTZELL|ROBERT LEE BALTZELL
IAPD individual key: 2609079

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RLB FINANCIAL	Independent wealth	Jun 9, 2015	n/a	yes	SPRINGFIELD, MO	Current employment
RLB FINANCIAL	Independent wealth	Oct 8, 2009	Dec 31, 2014	no	SPRINGFIELD, MO\|SPRINGFIELD, MO	Previous registration
ENVISION INVESTMENT ADVISORS, LLC	n/a	Jun 1, 2009	Jul 22, 2009	no	SPRINGFIELD, MO	Previous registration
REDHAWK WEALTH ADVISORS, INC.	Independent wealth	Jul 10, 2008	Feb 13, 2009	no	SPRINGFIELD, MO	Previous registration
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Feb 11, 2008	Jun 30, 2008	no	SPRINGFIELD, MO\|SPRINGFIELD, MO\|Urbandale, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ENVISION INVESTMENT ADVISORS, LLC	RLB FINANCIAL	Jul 22, 2009	Oct 8, 2009	78	Firm change	Other
REDHAWK WEALTH ADVISORS, INC.	ENVISION INVESTMENT ADVISORS, LLC	Feb 13, 2009	Jun 1, 2009	108	Firm change	Other
INTEGRITY ALLIANCE, LLC	REDHAWK WEALTH ADVISORS, INC.	Jun 30, 2008	Jul 10, 2008	10	Firm change	Other

Relationships

Registered with (4)

→ RLB FINANCIALRegistered adviserregistration: previous registration
Oct 8, 2009 to Dec 31, 2014factForm ADV
→ ENVISION INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 22, 2009factForm ADV
→ REDHAWK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 10, 2008 to Feb 13, 2009factForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Feb 11, 2008 to Jun 30, 2008factForm ADV

Dated events

No dated event names this entity yet.