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We commit to always do our best for our clients and advisors.
Together, we create personal, innovative solutions.

  • Estate planning, prepare for...

    How essential is planning your...

    How essential is planning your final estate? This question is seldom answered confidently during client/advisor conversations, not too often do [...]

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    Estate planning, prepare for the inevitable.
  • What’s in your retirement...

    What’s in your company retirement...

    What’s in your company retirement plan? Nate Lovik, AIF® Investment Advisor Representative 2-22-2017 Participating in a company retirement plan offers [...]

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    What’s in your retirement plan?
  • What happens when interest...

    As we move into December,...

    As we move into December, the closer we get to another possible interest rate hike from the Federal Reserve.  From [...]

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    What happens when interest rates change?
  • Vehicle choices for the...

    How many vehicles do you...

    How many vehicles do you own? Are they equal or do distinct qualities differentiate which may complete a task better [...]

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    Vehicle choices for the retirement journey.

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Financial Planning, Portfolio Management, Estate Planning, Retirement Solutions


of workers covered by 401(k) don’t participate.*stat_icon


of U.S. adults have no non-retirement savings.*stat_icon


of parents in America have no written


*sources: 2014 Gallup Poll, US Census Bureau Bankrate Saperston Companies Research Date 7-13-14

Independent Designs, Personal Relationships

RDA is committed to total independence for you and everyone in our network. We strive to advise you with an eye toward maintaining that independence- always.

Our network of exceptional advisors offers comprehensive planning strategies tailored to your individual needs. We recognize the importance of the relationship between you and your advisor, and our network equips them with a tool chest full of creative ideas to develop a personalized solution just for you.

Our advisors have access to leading technology and support, allowing them the freedom and time to focus on you and your needs. At RDA Supervision and Compliance is used to protect you and your advisor- not stand in the way of creative thinking.

We thank you for trusting us with this important part of your life. We are all committed to enhancing the opportunities that present themselves to you down the road, because we believe the journey is the best part of life.

Reach us by email or phone

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Fax Number: 319-626-3540

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Address: 2475 Coral Court, Suite A
Coralville, IA 52241
Hours: M-F: 8:30am – 5:00pm

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