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Statement to Clients
I help my clients work toward their financial goals by helping them to create an individualized strategy that incorporates their own personal wishes, needs, and resources.

I help my clients work toward their financial goals by helping them to create an individualized strategy that incorporates their own personal wishes, needs, and resources. I help clients focus on what is important to them financially and assist them in developing an investment portfolio that is within their tolerance for risk and maximizes their chances of achieving their stated goals. I tend to follow a strategic asset allocation style of investing while also paying attention to tactical decisions that can add additional return or minimize short term risk. 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
2009 – Present

United Financial Planners

Registered Representative
2016 – Present

Cambridge Investment Research, Inc.

Registered Representative
2008 – 2016

Cambridge Investment Research Advisors, Inc.

Investment Advisor Representative
2008 – 2016

Ameriprise Financial

Registered Representative
1992 – 2008

Education:
University of Denver

Master of Business
1992

Des Moines Area Community College

1988

Designations/Licenses:

Series 7, 63

Disciplinary Information:

Donald has no disciplinary information history to disclose.

Donald A. Dahlstrom

Investment Advisor Representative

RDA Financial

Phone: 515.230.4100

12382 Lincoln Ave
Clive, IA 50325
Member FINRA/SIPC