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About RDA

About RDA
Together, we create personalized, innovative solutions.

RDA Financial Network, Inc. (RDAFN) is a Registered Investment Advisor headquartered in Coralville, Iowa. Our organization is committed to providing supervision, compliance, and innovative solutions for independent investment advisors. We value independence and encourage advisors that select our RIA to maintain theirs, whether they be sole practitioners or an ensemble.

RDA Financial Network’s primary focus is quality supervision that protects clients and advisors, balanced with flexibility that supports diverse business models. Our team actively looks for exceptional people that possess similar values and commitment to excellence.

RDAFN continually does due diligence on innovative solutions that advisors can incorporate into their practice. Our state-of-the-art technology assists the advisor in providing excellent service to their clients. Our current advisors value the close relationship with our RIA and others in the network. Our advisors are eager to share ideas and offer assistance to each other, creating a dynamic organization.

Please call a member of our management team at 888-300-4975 and see how RDAFN can support your practice. We look forward to meeting you.

Relationship

 

young couple getting advice from a financial counselor

Developing trust is built on the foundation of strong relationships. We strive to build friendships over simple customer interactions.

Financial Advisors analyzing a growth chart

Whether meeting at the office, playing a round of golf, or joining together at your own kitchen table, open communication is vital to meeting your needs.

Assumption making is not part of our process. Starting with your big picture in mind and asking specific questions creates a more pleasant experience and a lasting relationship.

Driven

 

young couple listening to a financial advisor

Upholding our fiduciary standard under the Investment Advisor Act of 1940 is supreme in portfolio design; our advisors zealously commit to put our clients’ interests first.

For all our clients, we understand that when it comes to investment goals, there is no “one-size-fits-all” methodology.

 

middle aged couple meeting with a financial advisor

Intently listening to our clients desires, we are able to implement distinctive solutions to achieve their goals.

Asset Management

 

Sustaining our requisite for independence, we offer an extensive array of custodians for our clients assets. Our principal partners include TD Ameritrade, Pershing, Charles Schwab, and TIAA-CREF.

All stages of life are measured, whether it’s amassing wealth or enjoying what you’ve produced. Our advisors will harmonize your long term objectives with your shortest of term needs.

 

calculator on financial graphs and charts

An extensive support staff is readily available to assist our advisors to ensure an enjoyable experience.

 

 

 

Supported Technology
  • Portfolio Management System: NDEX
  • CRM Systems: Redtail or NDEX
  • Financial Planning: eMoney
  • Performance Reporting: NDEX or Albridge

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