Search News Posts

Statement to Clients
As a financial professional my goal is to provide high quality financial planning advice and services to individuals and families.

As a financial professional my goal is to provide high quality financial planning advice and services to individuals and families. The key elements are communication, education, integrity, and prompt and courteous service. Quality communication allows me to know my clients well, provide them with advice they can understand, and for us to build a long term mutually satisfying relationship. Education is my passion, which is why I obtained my CFP® designation and why I enjoy educating my clients regarding their finances. This also allows us to work together more effectively. Providing these services promptly, courteously and with integrity is the foundation of my practice. 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

Heartland Investment Associates

Registered Representative
2000 – 2010

Education:
University of Iowa

Masters of Science, Industrial Engineering

1982

University of Iowa

Bachelors of Science, Biomedical Engineering

1980

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, 63

Disciplinary Information:

Susan has no disciplinary information history to disclose.

Susan M. Mims, 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: smims@rdafn.com
Website: www.rdafn.com