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Chad David Ericson

RDA FINANCIAL NETWORK, INC.·AKRON, Iowa
RDA FINANCIAL NETWORK, INC.
321 REED STREET, AKRON, IA 51001CRD# 4124580Firm CRD# 147309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad David Ericson · AKRON, IA
Registration
CRD #4124580 · RDA FINANCIAL NETWORK, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Chad David Ericson is a registered financial advisor based in AKRON, Iowa, affiliated with RDA FINANCIAL NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
RDA FINANCIAL NETWORK, INC.
RDA FINANCIAL NETWORK
AUM
$494M
Regulatory assets under management
Employees
18
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4124580
Firm CRD# 147309
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad David Ericson offer?
Chad David Ericson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Iowa for a consultation.
What are Chad David Ericson's credentials?
Chad David Ericson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad David Ericson located?
Chad David Ericson is based in AKRON, Iowa, working with RDA FINANCIAL NETWORK, INC.. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Chad David Ericson charge for services?
Chad David Ericson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RDA FINANCIAL NETWORK, INC.?
RDA FINANCIAL NETWORK, INC. has approximately 18 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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