Chad Ericson (CRD# 4124580) is an Investment Advisor Representative working at Rda Financial Network in Akron, IA and has over 24 years of experience in the finance industry.
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
CRD# 1915966
Rbc Capital Markets, LLC
CRD# 3114400
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rda Financial Network | Akron, IA | Jan 2021 - Current | 3 |
| Akron-westfield Education Excellence Foundation | Akron, IA | Sep 2017 - Current | 6 |
| United Planners Financial Services | Scottsdale, AZ | Jul 2016 - Current | 7 |
| 250 Reed Street Llc Dba The Loft | Akron, IA | Jul 2014 - Current | 9 |
| Rda Financial Network | North Liberty, IA | Feb 2011 - Current | 13 |
| Rda Financial Network | Akron, IA | Feb 2011 - Current | 13 |
| Akron Health Care | Akron, IA | Jul 2009 - Current | 14 |
| Akron Health Care Inc. | Akron, IA | Jul 2009 - Current | 14 |
| Cornerstone Properties | Akron, IA | Nov 2005 - Current | 18 |
| Akron Development Corp | Akron, IA | Mar 2005 - Current | 19 |
| Chad Ericson | Akron, IA | Nov 2004 - Current | 19 |
| Legacy Financial, LLC | Akron, IA | Nov 2004 - Current | 19 |
| Legacy Financial LLC | Akron, IA | Oct 2004 - Current | 19 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- IA
- NE
- TX
-
Total Assets Under Management494MILLIONS
-
Total Number of Accounts3,315ACCOUNTS
-
Average Account Value$148,930
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.