Samuel M Chadick
Advisor at Rda Financial Network — Overland Park, KS
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.
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 65
Experience Industry experience
6 years
Location
Overland Park, KS 66201
Rda Financial Network
Team
Samuel Chadick is an investment advisor representative at RDA Financial Network with six years of industry experience. He has been associated with The Roth Companies, Inc. in various roles since 2017, including insurance agent and wealth management advisor. RDA Financial Network serves individual and institutional clients through a range of services including investment management, financial planning, and retirement-plan advisory. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, and it offers a unique structure including fiduciary plan-sponsor services and a model portfolio advisor program.
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
Overland Park, KS
7500 College Blvd
Overland Park KS 66201
Advisors at this office
2
Kansas · Nebraska
6 years of industry experience
The Roth Companies, Inc.
2020 - Present • 6 years
Overland Park, KS
The Roth Companies, Inc.
2019 - Present • 7 years
Overland Park, KS
Student
2017 - 2019 • 2 years
Lawrence, KS
The Roth Companies, Inc.
2017 - Present • 9 years
Overland Park, KS
The Roth Companies, Inc.
2017 - 2017 • 1 year
Overland Park, KS
Student
2014 - 2017 • 3 years
Manhattan, KS
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.
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