RDA FINANCIAL NETWORK

RDA FINANCIAL NETWORK, INC.

CRD 147309 · SEC 801-69651

Visit website

321 REED STREET, SUITE #2, AKRON, IA, 51001, United States

Phone

888-300-4975

Fax

712-568-3977

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$675.2M

Discretionary AUM

$675.2M

Team

17 total employees; 17 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	1488	$550.1M
High net worth individuals	26	$118.2M
Charitable organizations	2	$4.3M
Corporations/business entities	5	$2.6M

States served

AL, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NE, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, CT, FL, SD

All web addresses on file

HTTPS://TWITTER.COM/RDAFINANCE
HTTPS://WWW.FACEBOOK.COM/RDA-FINANCIAL-NETWORK-124849517597114/
HTTPS://WWW.RDAFN.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/RDA-FINANCIAL-NETWORK-INC./

Official SEC filing: View on IAPD