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.
Firm
RDA Financial network
Location
Akron, IA 51001
Credentials
Series 66
Industry experience
10 years
$0+: up to 2.05% annually (depending on size and complexity) $0+: up to 1.00% annually for employer sponsored retirement plans $0+: up to 2.65% for referral advisor programs $0+: up to 1.05% for sub-advisor fees and model portfolio advisor program
Commissions from securities sales and insurance products by IARs licensed as registered representatives or insurance agents; 12b-1 trail fees may be received by IARs in their separate capacity
Financial planning consulting billed hourly at $150 - $250 per hour with a minimum of three hours for typical plans; complex planning billed hourly
Miscellaneous technology fee up to $150 per year per account charged quarterly in advance at discretion of advisor
Account minimum: $25,000 Minimum fee: Financial Planning minimum fee $500
United Planners Financial Services
2021 - Present (5 years)
RDA Financial Network
2017 - Present (9 years)
RDA Financial Network
2017 - Present (9 years)
Legacy Financial, LLC
2017 - Present (9 years)
Legacy Financial, LLC
2017 - Present (9 years)
Legacy Financial, LLC
2017 - Present (9 years)
United Planners' Financial Services of America
2017 - 2020 (3 years)
Rental property, 20744 Berdon St., Woodland Hills, CA 91367, own
2015 - Present (11 years)
Auditorium Shopping Area, LLC
2015 - Present (11 years)
Al-Mar Building Co., LLC
2015 - Present (11 years)
Green Gables Building Co., LLP
2015 - Present (11 years)
Robert w. Baird
2015 - 2016 (1 year)
Self Employed
2001 - Present (25 years)
Rental property, 332 W. Diamond Lk. Rd., Minneapolis, MN 55419,
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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