Richard YantisCRD 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.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|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||9|
|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|
Total Assets Under Management460MILLIONS
Total Number of Accounts2,827ACCOUNTS
Average Account Value$162,555
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MT, NE, OH, PA, SC, SD, TX, VA, WI
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.