Advisor at RDA Financial network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Akron, IA 51001
Credentials
Series 63, Series 66
Industry experience
26 years
Chad Ericson is an investment advisor with RDA Financial Network in Akron, Iowa, holding Series 63 and Series 66 credentials and over 25 years of industry experience. He has been with RDA Financial Network since 2011 and currently serves as the firm’s President and Chief Information Security Officer. Ericson is also involved in community development through his role as a director of Akron Development Corp and serves on the Akron-Westfield Education Excellence Foundation board. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and retirement plan fiduciary services. The firm employs a combination of proprietary models and third-party sub-advisors, focusing on long-term investment strategies with flexibility for tactical adjustments.
Based on RDA Financial network
Based on RDA Financial network
Up to 2.05% annually, depending on size and complexity of client account or retirement plan
IARs may earn commissions from securities and insurance products sold through United Planners and as independent insurance agents
Financial planning billed hourly at $150 - $250 per hour with a minimum of three hours; no flat rate planning fees
Account minimum: $25,000 Minimum fee: Minimum fee for financial planning is $500
321 Reed St #2, Po Box 136
Akron, IA 51001
Iowa · Louisiana · Nebraska · Texas
RDA Financial Network
2021 - Present (5 years)
Akron-Westfield Education Excellence Foundation
2017 - Present (9 years)
United Planners Financial Services
2016 - Present (10 years)
250 Reed Street LLC DBA The Loft
2014 - Present (12 years)
RDA Financial Network
2011 - Present (15 years)
Cambridge investment Research, Inc
2011 - 2016 (5 years)
Akron Health Care Inc
2009 - Present (17 years)
Akron Health Care
2009 - Present (17 years)
Cornerstone Properties
2005 - Present (21 years)
Akron Development Corp
2005 - Present (21 years)
Chad Ericson
2004 - Present (22 years)
Legacy Financial, LLC
2004 - Present (22 years)
Legacy Financial LLC
2004 - Present (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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