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Statement to Clients
As a financial advisor, it is about helping people on their journey to get to their final destination.

As a financial advisor, it is about helping people on their journey to get to their final destination.  Whether you are at the beginning of your journey and don’t know what path to take or you are in the middle and need help staying on the path, or are close to the end and want to make sure you can enjoy your efforts.  I am looking forward to the opportunity to take the journey with you. 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
2014 – Present

United Planners Financial Services

Registered Assistant
2016 – Present

Cambridge Investment Research Inc.

Investment Advisor Representative
2014 – 2016

RDA Financial Network, Inc.

Administrative
7/2014 – 1/2015

Drake University

Assistant Women’s Basketball Coach
5/2012 – 6/2014

Chipola College

Head Women’s Basketball Coach
10/2003 – 5/2012

Education:
Coe College

Bachelor of Arts

2000

Designations/Licenses:

Series 7, 66

Insurance, State of Iowa – Life, Variable Life, and Variable Annuity

Disciplinary Information:

David has no disciplinary information history to disclose.

David Lane

David Lane

Investment Advisor Representative

RDA Financial

Phone: 319.535.4525
Toll Free: 800.300.4975
595 Ashley Court, Suite 2
North Liberty, IA 52317
Fax: 319.626.3540
Email: dlane@lanefamilywm.com
Website: www.rdafn.com