Akron, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Rda Financial Network
Team
Firm-wide stats for Rda Financial Network
About
RDA Financial Network serves individual investors (including high‑net‑worth clients) as well as institutional clients such as employer‑sponsored retirement plans, pensions, corporations, trusts and profit‑sharing plans. The firm offers investment management, financial planning and consulting, retirement‑plan advisory services (including ERISA 3(38) discretionary services), sub‑advisor relationships, a wrap fee program, and a model‑portfolio offering for other advisers.
The firm combines discretionary portfolio management, third‑party sub‑advisors and proprietary strategies—ranging from quantitative/algorithmic models to fundamental long‑term and shorter‑term tactical approaches—under oversight from a Wealth Management Committee. Consistent with many multi‑team advisers, RDAFN charges percentage‑of‑AUM advisory fees, provides ongoing account reviews and performance reporting, and uses third‑party custodians and technology platforms to execute and administer accounts.
What is less common for a firm of this size is that some of its investment advisor representatives maintain separate licenses to provide legal or accounting services, and the firm actively provides fiduciary plan‑sponsor services for employer plans—arrangements that create additional service channels and require careful conflict‑of‑interest disclosures. RDAFN also operates a Model Portfolio Advisor Program for other RIAs and functions as a distributed adviser network with multiple DBAs across its offices, distinguishing its structure from single‑office practices.
Based on Rda Financial Network
Expertise
Based on Rda Financial Network
Location
321 Reed Street, Suite #2
Akron IA 51001
Advisors at this office
2
Advisors at this office
Chad E
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.
Matthew G
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”)