Overland Park, KS Office

Team
Updated today

Client AUM

$668,239,463

Clients

1,514

Advisors

2

Of 17 advisors across 13 offices

Location

7500 College Blvd

Overland Park KS 66201

Advisors at this office

2

Advisors at this office

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Samuel C

Series 65, Series 63

Overland Park, KS

Rda Financial Network

Samuel Chadick is an investment advisor representative with RDA Financial Network in Overland Park, KS, holding Series 65 and Series 63 licenses and six years of industry experience. He has been associated with The Roth Companies, Inc. since 2017, where he serves in roles including insurance agent and wealth management advisor. 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 across various investment approaches under a Wealth Management Committee.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Jacob C

Series 66

Overland Park, KS

Rda Financial Network

Jacob Chadick is a financial advisor at RDA Financial Network with a Series 66 designation and four years of industry experience. He has held roles at several firms including The Roth Companies, Inc. and United Planners Financial Services. Chadick also serves as Director of Operations and Wealth Management Advisor at The Roth Companies and holds a non-variable insurance agent license. 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.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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