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Statement to Clients

Outside of work, I’m a sports enthusiast who played football, basketball, and baseball through high school and continued baseball at the collegiate level. I have a passion for helping others succeed and have transitioned this mindset from the ball field to the financial arena.

The Roth Companies through RDA Financial Network provides comprehensive wealth management services to its clients, including investment planning and management, estate planning techniques, retirement planning, annuity advice and insurance selection, long term care planning and tax reduction strategies.

Background Information
Business Background:

2015 – Present

United Planners Financial Services.

Registered Assistant
2016 – Present

Cambridge Investment Research, Inc.

Registered Representative
2015 – 2016

The Roth Companies, Inc.

Wealth Management Advisor
2014 – Present

University of Arkansas – Fort Smith

Bachelors of Business Administration

St. Louis Community College



Life & Health Insurance License

Series 7 and 66

Disciplinary Information:

Koby has no disciplinary information history to disclose.

Jacob C. Chadick (Koby)

Associate – The Roth Companies, Inc.

Phone: (913) 693-7684
7500 College Blvd, 5th Floor
Overland Park, KS 66210
Fax: (913) 693-7900
Email: [email protected]