Robert Reidelberger
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.
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
O'fallon, IL 62269
Credentials
Series 66
Industry experience
13 years
Robert Reidelberger is a financial advisor with RDA Financial Network, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Visionary Wealth Advisors, MassMutual, LPL Financial, and Bank of Springfield. Outside of financial services, he is a minority partner and investor in SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to sub-advisors and wrap fee programs. The firm combines proprietary model strategies with third-party management, employing both quantitative and fundamental analysis with a long-term investment orientation.
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
4925 Stone Falls Center, Suite A
O'fallon, IL 62269
Illinois · Texas
RDA Financial Network
2019 - Present (7 years)
The Roth Companies
2019 - Present (7 years)
The Roth Companies, Inc
2019 - Present (7 years)
SourceNow LLC
2018 - Present (8 years)
SourceNow llc
2017 - Present (9 years)
Visionary Wealth Advisors
2016 - 2019 (3 years)
Massmutual
2016 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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
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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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