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Statement to Clients
RDAFN Investment Advisors have a Fiduciary responsibility to our clients at all times.

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
2008 – Present

United Planners Financial Services
Registered Representative
2016 – Present

Cambridge Investment Research, Inc.

Registered Principal
2008 – 2016

Merchants Bank and Trust

Compliance/Audit
2007 – 2008

Raymond James Financial Services

Registered Principal
2004 – 2007

Education:
College of Mount Saint Joseph

Study of Music, Voice and Piano

Designations/Licenses:

Series 7, 24, 63

Disciplinary Information:

Michael Anne has no disciplinary information history to disclose.

Michael Anne Brannen

Investment Advisor Representative

RDA Financial

Phone: 513.844.2111
6497 Fountains Blvd.
West Chester, OH 45069
Fax: 513.755.7508
Email: mbrannen@rdafn.com
Website: www.rdafn.com