Rda Financial Network
Rda Financial Network (CRD# 147309) is a financial advisory firm headquartered in Coralville, IA. They manage $381,739,130 in 2,840 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management382MILLION
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Total Number of Accounts2,840ACCOUNTS
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Average Account Value$134,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
John Arthur (CRD# 1146305) is an Investment Advisor Representative working at Rda Financial Network in Coralville, IA and has over 34 years of experience in the finance industry.
Jay Faber (CRD# 1364578) is an Investment Advisor Representative working at Rda Financial Network in Le Mars, IA and has over 32 years of experience in the finance industry. Jay Faber 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.
James Lane (CRD# 2418918) is an Investment Advisor Representative working at Rda Financial Network in Coralville, IA and has over 24 years of experience in the finance industry. James Lane 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.
Robert Lasovage (CRD# 5749450) is an Investment Advisor Representative working at Rda Financial Network in Lima, OH and has over 7 years of experience in the finance industry.
Thomas McBride (CRD# 710254) is an Investment Advisor Representative working at Rda Financial Network in West Des Moines, IA and has over 38 years of experience in the finance industry. Thomas McBride 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.
Susan Mims (CRD# 4202677) is an Investment Advisor Representative working at Rda Financial Network in Coralville, IA and has over 17 years of experience in the finance industry. Susan Mims 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.
David Willeumier (CRD# 4782886) is an Investment Advisor Representative working at Rda Financial Network in Schaumburg, IL and has over 13 years of experience in the finance industry. David Willeumier 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.
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.
Sherri Aron (CRD# 5022448) is an Investment Advisor Representative working at Rda Financial Network in Overland Park, KS and has over 12 years of experience in the finance industry.
Christopher Arthur (CRD# 4972165) is an Investment Advisor Representative working at Rda Financial Network in Coralville, IA and has over 11 years of experience in the finance industry.