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Statement to Clients
Customer service is a paramount objective of my practice in order to build a long lasting relationship with my clients.

An effective Advisor/Client relationship develops as there is joint participation and open communication in defining investment objectives.  As A CERTIFEID FINANCIAL PLANNER™ professional I work to educate my clients in order that we develop a partnership built on trust and open communications.  Customer service is a paramount objective of my practice in order to build a long lasting relationship with my clients. 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
2013 – Present

United Planners Financial Services

Investment Advisor Representative
2016 – Present

Cambridge Investment Research Inc.

Registered Representative
2013 – 2016

Heartland Investment Associates

Registered Representative
1994-2013

Proctor and Gamble Corporation

Manufacturing Manager
1966 – 1993

Education:
Rose-Hulman Institute of Technology

Bachelor of Science, Civil Engineering

1966

Designations/Licenses:

Series 7, 63

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

Disciplinary Information:

Jim has no disciplinary information history to disclose.

Jim Lane, CFP®

Investment Advisor Representative

RDA Financial

Phone: 319.626.3464
Toll Free: 888.300.4975
2475 Coral Court, Suite A
Coralville, IA 52241
Fax: 319.626.3540
Email: jlane@rdafn.com
Website: www.rdafn.com