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).
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Total Assets Under Management460MILLION
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Total Number of Accounts2,827ACCOUNTS
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Average Account Value$162,555
- 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
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 23 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.
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.
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.
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 11 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 10 years of experience in the finance industry.
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.
Bradley Bobb (CRD# 4270912) is an Investment Advisor Representative working at Rda Financial Network in Chatham, IL and has over 15 years of experience in the finance industry.
David Boelman (CRD# 5218749) is an Investment Advisor Representative working at Rda Financial Network in West Des Moines, IA and has over 10 years of experience in the finance industry.