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

Dick Yantis is President, CFP® of Yantis & Associates. He is originally from Indianapolis, Indiana. He attended Iowa State University and graduated with a degree in farm operations and economics. Dick was very interested in farming during college, but decided to become a financial advisor in 1988. He earned his CFP designation in 1994. He began his work at IDS, and then moved to Brecek & Young. As years passed, Dick’s desire to maintain his relationships became stronger, therefore the idea to become an independent Financial Advisor took hold. In 2005 Yantis and Associates opened. He values his clients as friends, making sure that the clients are involved with every aspect of their financial planning. Just one phone call away, Dick is ready to help you plan your financial future. He has been licensed as an Advisor since 1988, and became an independent insurance agent in 2000, specializing in Wealth Design, Life, and Annuities. He has earned many awards including: Circle of Excellence, Wealth Manager of the Year in 2007, Outstanding Financial Advisor in 2009 and Chairman’s Award for Excellence in 2010. Dick is married to Mary and they have two grown daughters, Emily of Yuma, AZ, and Alicia in Indiana. He and Mary love to travel. Ireland is their favorite vacation site. Dick is an avid reader from fiction to non-fiction, adventure to historical and political. He is also a train enthusiast. He served in Vietnam and earned the rank of Captain. 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
2010 – Present

United Planners Financial Services

Registered Representative
2016 – Present

Cambridge Investment Research, Inc.

Registered Representative
2010 – 2016

Yantis and Associates Financial Advisors

President
2005 – Present

Education:
Iowa State University

Bachelors of Science
1964

Designations/Licenses:

Certified Financial Planner – (CFP®) is a professional designation and a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board). A CFP® candidate must meet several requirements:

  • Have a bachelor’s degree or higher from an accredited U.S. college or university and master a list of nearly 100 topics on integrated financial planning.
  • Complete a 10-hour multiple choice exam that is designed to assess the student’s ability to apply his or her knowledge to the various areas of financial planning.
  • Have three years of work experience in the financial planning field or related professions.

Once the CFP ® designation has been earned each Certificant is required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards. The CFP Board has the right to enforce them through its Disciplinary Rules and Procedures. To maintain certification, each Certificant is also required to complete ongoing continuing education requirements and pay an ongoing licensing fee.

Series 7, 24,66

Disciplinary Information:

Richard has no disciplinary information history to disclose.

Richard A. Yantis, CFP®

Investment Advisor Representative – RDA Financial

President – Yantis & Associates

Phone: 319.277.3787
4600 University Ave. Suite 2
Cedar Falls, IA 50613
Fax: 319.277.7598
Email: dyantis@rdafn.com
Website: yantisandassociates.com