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RDA FINANCIAL NETWORK

321 Reed Street
Suite #2
Akron, Iowa 51001
Tel: 888-300-4975

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About RDA FINANCIAL NETWORK

RDA FINANCIAL NETWORK, formally registered with the SEC as RDA FINANCIAL NETWORK. The firm was established in 10/16/2008. They have over 17 offices throughout the country.

RDA FINANCIAL NETWORK is a Akron, Iowa based Financial Planning firm with nearly $493,702,618 assets under management, offering retirement planning & investment advisory services to 3315 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147309
SEC#801-69651
Assets Managed by Firm$493,702,618
No. of Clients3315
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total3315$493,702,618
Individuals (other than high net worth individuals)1424$436,199,130
High net worth individuals11$46,329,977
Charitable organizations2$3,184,943
Corporations or other businesses7$7,988,568

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AEGON ASSET MANAGEMENT US
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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TRANSAMERICA RETIREMENT ADVISORS, LLC
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