Dale Dobnicker, financial advisor Lima OH
88 score

Dale Dobnicker

CRD Number: 6345579
Current Firm: Rda Financial Network

Dale Dobnicker (CRD# 6345579) is an Investment Advisor Representative working at Rda Financial Network in Lima, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Jul 2016 - Current < 1
Rda Financial Network Coralville, IA Jul 2014 - Current 2
Interactive Financial Services Company Lima, OH Jun 2014 - Current 2
Cambridge Investment Research, Inc. Fairfield, IA Jun 2014 - Jul 2016 2
First Financial Bank Cincinnati, OH Oct 2006 - May 2014 7
Sheakley Pension Administration, Inc. Cincinnati, OH Mar 1998 - Sep 2006 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Dale A. Dobnicker
Phone Number: 319-626-3464
Firm Website: https://www.rdafn.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    460
    MILLIONS
  • Total Number of Accounts
    2,827
    ACCOUNTS
  • Average Account Value
    $162,555
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

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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