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RDA Financial network

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Total assets under management

$578,744,853

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Total clients

1,470

1% high-net worth

Total advisors

18

of 18 employees

Firm size

Multi Team

Average clients per advisor

82

Average account size

$393,704

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Percentage

$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

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

Project-based

Financial planning consulting billed hourly at $150 - $250 per hour with a minimum of three hours for typical plans; complex planning billed hourly

Subscriptions

Miscellaneous technology fee up to $150 per year per account charged quarterly in advance at discretion of advisor

Other

Account minimum: $25,000 Minimum fee: Financial Planning minimum fee $500

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

RDA Financial network

321 Reed Street, Suite #2

Akron IA 51001, United States

Number of offices

16

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 888-300-4975

Advisors at this firm

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Gregory G

Series 66

Akron, IA

RDA Financial network
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Duane R

Series 63, Series 66

O'fallon, IL

RDA Financial network
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Christopher A

Series 66

Coralville, IA

RDA Financial network
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Michael L

Series 63, Series 65

Hilton Head, SC

RDA Financial network
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Dale D

Series 66

Liberty Twnshp, OH

RDA Financial network
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Chad E

Series 63, Series 66

Akron, IA

RDA Financial network
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Brian P

ChFC®, Series 63, Series 65

Covington, LA

RDA Financial network
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Michael B

Series 63

West Chester, OH

RDA Financial network
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John A

ChFC®, Series 63

Coralville, IA

RDA Financial network
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Samuel C

Series 63, Series 65

Overland Park, KS

RDA Financial network
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Robert R

Series 66

O'fallon, IL

RDA Financial network
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Jacob C

Series 66

Overland Park, KS

RDA Financial network
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Richard R

Series 66

Mason City, IA

RDA Financial network
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Michael F

Series 63, Series 65

Stockton, IL

RDA Financial network
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Thomas M

CFP®, Series 63

Des Moines, IA

RDA Financial network
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