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Statement to Clients
As an Investment Advisor Representative, I help clients clarify and take action to reach their financial goals.

Reaching your financial goals is likely one of your top priorities. To effectively reach your goals requires not only being clear about what you want to achieve, it requires making important decisions about how to get there. As an Investment Advisor Representative, I help clients clarify and take action to reach their financial goals. In order to be clear about your goals and how to achieve them, it is often appropriate to do planning. As such I offer financial planning services which will allow you to make better decisions for yourself and your loved ones. Additionally, the primary component of my business is providing you with solutions and guidance on how to reach your goals through investing or utilizing insurance products. I make strong efforts to provide you with solutions that will effectively deliver a meaningful outcome. 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
2010 – Present

United Planners Financial Services

Registered Representative
2016-Present

Cambridge Investment Research, Inc.

Registered Representative
2010 – 2016

HSBC Securities

Financial Advisor
2008 – 2010

UBS Financial Services, Inc.

Financial Advisor
2006 – 2008

Education:
Hope College

Bachelor of Arts

2001

Designations/Licenses:

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:

  • Have a bachelor’s degree or higher from an accredited U.S. college or university and master a list of nearly 100 topics on integrated financial planning.
  • Complete a 10-hour multiple choice exam that is designed to assess the student’s ability to apply his or her knowledge to the various areas of financial planning.
  • Have three years of work experience in the financial planning field or related professions.

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.

Chartered Retirement Planning Counselor (CRPC) is a professional designation awarded by the College for Financial Planning to individuals who complete a study program and pass a final multiple-choice examination. The CRPC program is developed with a focus on client-centered problem solving. Applications gain in-depth knowledge of individuals’ needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.

Series 7, 66

Life and Health Insurance

Disciplinary Information:

David has no disciplinary information history to disclose.

David J. Willeumier, CRPC,CFP®

Investment Advisor Representative

RDA Financial

Phone: 630.924.8100
200 W Higgins Rd. Suite 221
Schaumburg, IL 60195
Email: dwilleumier@rdafn.com
Website: www.rdafn.com