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RDA FINANCIAL NETWORK

AKRON, IA · CRD 147309 · IAPD ↗ · 888-300-4975

$675.2MRegulatory AUM
17Advisory reps
17Employees
0Clients
11-25Planning clients
0Private funds
42States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — RDA FINANCIAL NETWORK added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — RDA FINANCIAL NETWORK notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — RDA FINANCIAL NETWORK crossed $500M in regulatory AUM ($493.7M -> $578.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
June 2024 — RDA FINANCIAL NETWORK notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.