Search News Posts
General Inquiries 1-888-300-4975
As a financial adviser for more than 37 years, I have helped my clients successfully navigate a wide range of financial
challenges and issues. It is important for me to truly understand and appreciate the needs and concerns of the individuals
and small businesses I serve. This includes their passions in life as well as any short and long-term goals.
My work with a wide range of clients has allowed me to develop an extensive knowledge of many different types of
investment, insurance and retirement products and services. This knowledge gives me the ability to objectively make
recommendations that are in the best interest of my clients.
It is this personal approach that I believe has helped me earn the trust and respect of my clients. They appreciate the
care and attention I give to each of their particular circumstances. This is a commitment I take seriously and has
allowed me to work with many of the same clients and their offspring for several decades.
RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times. We are paid an asset based fee,
so our interests are aligned with our clients. We take time to understand financial situations no matter the complexity,
and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous
disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements
are geared to stand the test of time.
Investment Advisor Representative
2011 – Present
Registered Representative
2016 – Present
Registered Representative
2003 – 2016
Owner
1986 – Present
Investment Advisor Representative
2003 – 2011
1973 – 1975
Series 7 & 63
Certified Financial Planner – (CFP®) is a professional designation and a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board). A CFP® candidate must meet several requirements:
Once the CFP ® designation has been earned each Certificant is required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards. The CFP Board has the right to enforce them through its Disciplinary Rules and Procedures. To maintain certification, each Certificant is also required to complete ongoing continuing education requirements and pay an ongoing licensing fee.
Life and Health Insurance
Thomas has no disciplinary information history to disclose.
Phone: 515.224.1322
7600 University Ave Suite B
Des Moines, IA 50325
Fax: 515.457.3063
Email: [email protected]
Website: www.rdafn.com