Richard Yantis, financial advisor Cedar Falls IA
96 score

Richard Yantis

CRD Number: 1835261
Current Firm: Rda Financial Network

Richard Yantis (CRD# 1835261) is an Investment Advisor Representative working at Rda Financial Network in Cedar Falls, IA and has over 29 years of experience in the finance industry. Richard Yantis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Jul 2016 - Current 1
Rda Financial Network Cedar Falls, IA Oct 2013 - Current 4
Rda Financial Network, Inc. North Liberty, IA Aug 2010 - Current 7
Yantis And Associates Cedar Falls, IA Jul 2008 - Current 9
Yantis And Associates Insurance Agency Cedar Falls, IA Jan 2008 - Current 10
Yantis & Associates Financial Adv Cedar Falls, IA Jan 2005 - Current 13
Yantis & Associates Insurance Cedar Falls, IA Jan 2005 - Current 13
Yantis & Associates Financial Advisors Cedar Falls, IA Aug 1988 - Current 29
Cambridge Investment Research, Inc. Fairfield, IA Aug 2010 - Jul 2016 5
Securities America, Inc. Cedar Falls, IA Jan 2009 - Aug 2010 1
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Aug 2010 1
Brecek & Young Advisors, Inc. Folsom, CA Jan 2005 - Jan 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
Contact Info for Richard A. Yantis
Phone Number: 319-626-3464
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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