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Together, we create personal, innovative solutions.

  • Best Interest Contract…Your Needs...

    What exactly is a “BIC”?...

    What exactly is a “BIC”? Nate Lovik, AIF® Investment Advisor Representative Many of us have used a BIC® for such [...]

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    Best Interest Contract…Your Needs First!
  • 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?
  • 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.
  • 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.
  • How do you uphold...

    How well do you understand...

    How well do you understand your role as fiduciary? Many companies establish retirement plans without thorough understanding of their fiduciary [...]

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    How do you uphold your fiduciary responsibility?

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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.

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General Inquiries: 888-300-4975
Fax Number: 712-568-3977

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Address: 321 Reed Street, Suite #2
Akron, IA 51001
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Friday: 8:30am – 3:00pm