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.
Cetera Advisors LLC
|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|
Total Assets Under Management382MILLIONS
Total Number of Accounts2,840ACCOUNTS
Average Account Value$134,415
- 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
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