RDA FINANCIAL NETWORK

Legal name: RDA FINANCIAL NETWORK, INC.

CRD 147309File 801-69651

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jul 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$675.2M

Above cohort median (national)

Discretionary AUM

$675.2M

Clients

1,521

1,522 accounts

Employees

Above cohort median in IA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Oct 16, 2008
Principal office: 321 REED STREET, SUITE #2, AKRON, IA, 51001
Phone: 888-300-4975
Website: HTTPS://TWITTER.COM/RDAFINANCE

Assets & accounts

ADV Item 5F

Total regulatory AUM: $675.2M
Discretionary AUM: $675.2M
Non-discretionary AUM: $0
Discretionary accounts: 1,522
Non-discretionary accounts: 0
Total accounts: 1,522
AUM per client: $444K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.6M
Charitable organizations	Fewer than 5	$4.3M
High net worth individuals	26	$118.2M
Individuals (other than high net worth individuals)	1,488	$550.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.