Advisor at RDA Financial network
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Location
Akron, IA 51001
Credentials
Series 65
Industry experience
3 years
Matthew Glenn is a Series 65-licensed financial advisor with RDA Financial Network in Cedar Falls, Iowa, and has three years of industry experience. He is also a manager and 20% owner of Palmers Family Fun, an amusement center he has been involved with since 2010. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to model portfolios and sub-advisors. The firm employs a combination of quantitative and fundamental analysis with a long-term investment orientation, managed through a network of independent advisers.
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 Street, Suite #2
Akron, IA 51001
Iowa · Texas
RDA Financial Network
2022 - Present (4 years)
Palmers Family Fun
2010 - Present (16 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
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Accountant / CPA / tax prep
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Lawyer
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Other specialized services
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Is not active or affiliated with:
Bank
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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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