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Most investors are looking for an investment professional who shares the same types of core values they exhibit in their everyday lives. My name is Wayne P. Medlang Investment Advisor Representative, and I strive to help my clients accumulate and grow their wealth in order to achieve their goals for retirement. 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.
Investment Advisor Representative
2010 – Present
Registered Representative
2016 – Present
Registered Principal
2007 – 2016
Investment Advisor
2007 – 2010
Financial Consultant
2002-2007
Master of Arts, Accounting
1964
Bachelors of Art
1963
Accredited Asset Management Specialist (AAMS) is awarded by the College for Financial Planning to financial professionals who successfully complete a self-study program, pass an exam and agree to comply with a code of ethics. Successful applicants earn the right to use the AAMS designation with their names for two years, which can improve job opportunities, professional reputation and pay. Every two years, AAMS professionals must complete 16 hours of continuing education and pay a fee to continue using the designation. The AAMS program is developed in conjunction with some of the nation’s top investment firms. Applicants study case studies based on real-life scenarios designed to prepare them to be effective in the real world and build lasting relationships with clients.
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Wayne has no disciplinary information history to disclose.
Phone: 319.626.3464
2475 Coral Court Suite A
Coralville, IA 52241
Fax: 319.626.3540
Email: [email protected]
Website: www.rdafn.com