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Rda Financial Network, Inc.

● SEC registered since 2008CRD 147309SEC# 801-69651Akron, IA
Export (members)
Reg. AUM
$675.2M
Employees
17
Accounts
1,522
Location
Akron, IA

Rda Financial Network, Inc. assets under management

Rda Financial Network, Inc. is an investment advisory firm registered with the SEC based in Akron, IA. The firm has been registered since 2008. It reports $675.2 million in regulatory assets under management and employs 17 people.

Rda Financial Network, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Chad David Ericson ControlPresident/CisoOver 75%2021
Michael Anne BrannenChief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Rda Financial Network, Inc. manage?

Rda Financial Network, Inc. reports $675.2 million in regulatory assets under management on its Form ADV.

How many employees does Rda Financial Network, Inc. have?

Rda Financial Network, Inc. reports 17 employees.

Where is Rda Financial Network, Inc. located?

Rda Financial Network, Inc. is based in Akron, IA and has been SEC-registered since 2008.

Does Rda Financial Network, Inc. disclose fund performance?

Rda Financial Network, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address321 Reed Street, Suite #2, Akron, IA 51001
Phone888-300-4975
Fax712-568-3977
Office hours8:30 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$675.2M▲ 17%
Mar '25 — $578.7MApr '25 — $578.7MMay '25 — $578.7MJun '25 — $578.7MJul '25 — $578.7MAug '25 — $578.7MSep '25 — $578.7MOct '25 — $578.7MNov '25 — $578.7MDec '25 — $578.7MJan '26 — $578.7MFeb '26 — $578.7MMar '26 — $675.2MApr '26 — $675.2MMay '26 — $675.2MJun '26 — $675.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$675.2Mregulatory AUM
Discretionary $675.2M