Rda Financial Network

Rda Financial Network (CRD# 147309) is a financial advisory firm headquartered in Coralville, IA. They manage $459,543,135 in 2,827 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    460
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, MT, NE, OH, PA, SC, SD, TX, VA, WI

Financial Advisors at Rda Financial Network
Showing 1 - 10 of 39 top financial advisors.
1
Jay P. Faber
CRD#: 1364578
Le Mars, IA
96
Wealthminder
score

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.

2
James W. Lane
CRD#: 2418918
2475 Coral Court, Suite A, Coralville, IA 52241
96
Wealthminder
score

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.

3
Thomas H. McBride
CRD#: 710254
1025 Ashworth Rd, Ste 150, West Des Moines, IA 50264
96
Wealthminder
score

Thomas McBride (CRD# 710254) is an Investment Advisor Representative working at Rda Financial Network in West Des Moines, IA and has over 37 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.

4
Susan M. Mims
CRD#: 4202677
2475 Coral Court, Suite A, Coralville, IA 52241
96
Wealthminder
score

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.

5
Richard A. Yantis
CRD#: 1835261
4600 University Avenue, Suite 2, Cedar Falls, IA 50613
96
Wealthminder
score

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.

6
Sherri L. Aron
CRD#: 5022448
7500 College Blvd, 5th Floor, Overland Park, KS 66210
93
Wealthminder
score

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.

7
Christopher W. Arthur
CRD#: 4972165
2475 Coral Court, Suite A, Coralville, IA 52241
93
Wealthminder
score

Christopher Arthur (CRD# 4972165) is an Investment Advisor Representative working at Rda Financial Network in Coralville, IA and has over 10 years of experience in the finance industry.

8
Lucas G. Bielfelt
CRD#: 5171046
2521 University Blvd, Suite123, Ames, IA 50010
93
Wealthminder
score

Lucas Bielfelt (CRD# 5171046) is an Investment Advisor Representative working at Rda Financial Network in Ames, IA and has over 11 years of experience in the finance industry.

9
Bradley J. Bobb
CRD#: 4270912
Chatham, IL
93
Wealthminder
score

Bradley Bobb (CRD# 4270912) is an Investment Advisor Representative working at Rda Financial Network in Chatham, IL and has over 16 years of experience in the finance industry.

10
David L. Boelman
CRD#: 5218749
1031 Office Park Road, Suite 4, West Des Moines, IA 50265
93
Wealthminder
score

David Boelman (CRD# 5218749) is an Investment Advisor Representative working at Rda Financial Network in West Des Moines, IA and has over 11 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.