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Statement to Clients
Legacy Financial is sincerely focused on the needs of the individual client.

Chad began his career in the financial services industry in 1999 and founded Legacy Financial LLC in 2004. Legacy Financial is sincerely focused on the needs of the individual client. We work to find solutions that serve as a perfect fit for our clients’ financial goals, needs, and risk tolerance. It’s not about investment fads or short term trends, but about building an approach that meets the short term and long term needs of the client. We are our clients’ trusted advisors and we walk side by side with our clients as they work toward their financial goals and live their dreams. 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. It is an honor and privilege to be selected for such an important role as your financial advisor. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.

Background Information
Business Background:
RDA Financial Network, Inc.

Investment Advisor Representative
2011 – Present

United Planners Financial Serivces

Registered Representative
2016 – Present

Cambridge Investment Research Inc.

Registered Representative
2011 – 2016

Legacy Financial LLC

Owner/Member
2004 – Present

QA3 Financial Corporation

Registered Representative
2004 – 2011

Education:
Saint John’s University

Bachelor of Arts, Economics
1996

Designations/Licenses:

Series 6, 7, 24, 63, 66

Health, Life, Variable Life Insurance

Disciplinary Information:

Chad has no disciplinary information history to disclose.

Chad D. Ericson

Investment Advisor Representative – RDA Financial

President – Legacy Financial LLC

Phone: 800.758.6340
Phone: 712.568.3973
321 Reed Street #2 PO Box 136
Akron, IA 51001
Fax: 712.568.3977
Email: cdericson@legacyfinancialllc.com
Website: legacyfinancialllc.com