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Statement to Clients
Experience. Knowledge. Trust. I believe these are the three building blocks for a successful client-advisor relationship.

As a financial adviser for more than 37 years, I have helped my clients successfully navigate a wide range of financial
challenges and issues. It is important for me to truly understand and appreciate the needs and concerns of the individuals
and small businesses I serve. This includes their passions in life as well as any short and long-term goals.

My work with a wide range of clients has allowed me to develop an extensive knowledge of many different types of
investment, insurance and retirement products and services. This knowledge gives me the ability to objectively make
recommendations that are in the best interest of my clients.

It is this personal approach that I believe has helped me earn the trust and respect of my clients. They appreciate the
care and attention I give to each of their particular circumstances. This is a commitment I take seriously and has
allowed me to work with many of the same clients and their offspring for several decades.

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.

Background Information
Business Background:
RDA Financial Network, Inc.

Investment Advisor Representative
2011 – Present

United Planners Financial Services, Inc.

Registered Representative
2016 – Present

Cambridge Investment Research Inc.

Registered Representative
2003 – 2016

Monetary Strategies

1986 – Present

Cambridge Investment Research Advisors, Inc

Investment Advisor Representative
2003 – 2011


Washington and Lee University

1973 – 1975


Series 7 & 63

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.

Life and Health Insurance

Disciplinary Information:

Thomas has no disciplinary information history to disclose.

Thomas McBride®

Investment Advisor Representative RDA Financial

President-Monetary Strategies

Phone: 515.224.1322
7600 University Ave Suite B
Des Moines, IA 50325
Fax: 515.457.3063
Email: [email protected]