Wealth Manager
    SEC Registered
    Manages Private Funds

    Rda Financial Network

    Registered investment advisor · Akron, Iowa · CRD #147309

    Assets Under Management
    $675M
    Client Accounts
    1,522
    Employees
    17
    CRD Number
    147309
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Rda Financial Network

    RDA Financial Network, Inc. is a Registered Investment Advisor headquartered in Akron, Iowa, offering investment management services, brokerage, and insurance products. Founded in 2008, it employs a team of experienced advisors to manage portfolios and reduce risk. The firm is not affiliated with United Planners Financial Services.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Rda Financial Network

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    Frequently Asked Questions

    What is Rda Financial Network's AUM?

    Rda Financial Network reports approximately $675M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Rda Financial Network headquartered?

    Rda Financial Network is headquartered in Akron, Iowa.

    What is Rda Financial Network's CRD number?

    Rda Financial Network's CRD number is 147309. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Rda Financial Network manage?

    Rda Financial Network manages approximately 1,522 client accounts according to its latest SEC filing.

    Is Rda Financial Network SEC registered?

    Yes, Rda Financial Network is registered with the SEC as an investment adviser with an approved registration status.

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