Thomas Mcbride
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.
Firm
RDA Financial network
Location
Des Moines, IA 50325
Credentials
CFP®, Series 63
Industry experience
45 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
Monetary Strategies
2016 - Present (10 years)
United Planners Financial Services
2016 - 2022 (6 years)
RDA Financial Network, Inc.
2011 - Present (15 years)
Cambridge investment Research, Inc.
2002 - 2016 (14 years)
RDA Financial Network
2001 - Present (25 years)
Monetary Strategies
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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