Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Akron, IA 51001
Rda Financial Network
Team
Chad Ericson is a financial advisor with RDA Financial Network in Akron, IA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He serves as president and CISO at RDA Financial Network since 2021 and is involved in community development through his role as a director of the Akron Development Corp and as a member of the Akron-Westfield Education Excellence Foundation board. Ericson also has experience managing separate business activities, including Akron Health Care and Legacy Financial, LLC. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of discretionary management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee, and it operates a model portfolio program for other advisors.
Based on Rda Financial Network
Based on Rda Financial Network
Up to 2.05% annually, depending on size and complexity of client account or retirement plan
IARs may earn commissions from securities and insurance products sold through United Planners and as independent insurance agents
Financial planning billed hourly at $150 - $250 per hour with a minimum of three hours; no flat rate planning fees
Account minimum: $25,000 Minimum fee: Minimum fee for financial planning is $500
Akron, IA
321 Reed Street, Suite #2
Akron IA 51001
Advisors at this office
2
Iowa · Louisiana · Nebraska · Texas
26 years of industry experience
RDA Financial Network
2021 - Present • 5 years
Akron, IA
Akron-Westfield Education Excellence Foundation
2017 - Present • 9 years
Akron, IA
United Planners Financial Services
2016 - Present • 10 years
Scottsdale, AZ
250 Reed Street LLC DBA The Loft
2014 - Present • 12 years
Akron, IA
RDA Financial Network
2011 - Present • 15 years
Akron, IA
Akron Health Care
2009 - Present • 17 years
Akron, IA
Akron Health Care Inc
2009 - Present • 17 years
Akron, IA
Cornerstone Properties
2005 - Present • 21 years
Akron, IA
Akron Development Corp
2005 - Present • 21 years
Akron, IA
Legacy Financial, LLC
2004 - Present • 22 years
Akron, IA
Chad Ericson
2004 - Present • 22 years
Akron, IA
Legacy Financial LLC
2004 - Present • 22 years
Akron, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Akron, IA
Rda Financial Network
Matthew Glenn is a financial advisor at RDA Financial Network with a Series 65 designation and four years of industry experience. He has been with RDA Financial Network since 2022 and is also a 20% owner and manager of Palmers Family Fun, an amusement center. In addition to his advisory role, he is licensed as an insurance agent. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.
Series 63, Series 66
Akron, IA
CWM, LLC
Holly Sabaliauskas is a financial advisor with CWM, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cetera Advisor Networks, and Securities America. She also has experience outside of finance, having worked at Valley View Feedlot. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm uses discretionary management with model portfolios and combines fundamental and technical analysis alongside third-party sub-advisors and customization tools.
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