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 66, Series 63
Experience Industry experience
23 years
Location
Akron, IA
CWM, LLC
Enterprise
Holly Sabaliauskas is a financial advisor at CWM, LLC with 23 years of industry experience. She holds Series 66 and Series 63 designations. Her prior work includes roles at Cetera Wealth Services, Cetera Advisor Networks, Valley View Feedlot, Allied Impact, and Securities America. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.
Based on CWM, LLC
Based on CWM, LLC
fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)
$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)
up to $500 per hour for financial planning services
Akron, IA
Akron IA
Advisors at this office
1
Iowa
23 years of industry experience
Cetera Wealth Services, LLC
2024 - Present • 2 years
El Segundo, CA
Cetera Advisor Networks Llc
2024 - 2024 • 1 year
El Segundo, CA
CWM, LLC dba Carson Group Holdings
2023 - Present • 3 years
Omaha, NE
Valley View Feedlot
2022 - 2023 • 1 year
Hawarden, IA
Allied Impact
2017 - 2022 • 5 years
Elk Point, SD
UnEmployed
2017 - 2017 • 1 year
Elk Point, SD
Securities America
2013 - 2017 • 4 years
La Vista, NE
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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Akron, IA
Rda Financial Network
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)