SourcingSourcing

RDA FINANCIAL NETWORK, INC.

C41
CRD 147309·SEC 801-69651·AKRON, IA
AUM
$675.2M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RDA FINANCIAL NETWORK, INC.
CRD
147309
SEC file #
801-69651
EIN
—
DBA names
Rda Financial Network

Economics

AUM
$675.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$468.8M → $675.2M▲ +44%
Client mix
Individuals Other1,488
Individuals High Net Worth26
Corporations5
Charitable Organizations2

Operations

Employees (total)
17
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
21 advisors → 17 advisors▼ -19%
Primary office
AKRON IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/rdafinance(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ERICSON, CHAD, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ERICSON, CHAD, DAVID
BRANNEN, MICHAEL, ANNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:rdanetwork.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
20,118
Form 5500 Compensation Trajectory 3y
202520,118
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
20,118
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.25
Soi Zip Pct 200k Plus
0.0521
Soi Zip Returns 200k Plus
50
Soi Zip Total AGI
76,341
Fdic Zip Total Deposits
2,065,900,000
Fdic Zip Branch Count
60
Fdic Zip Top Banks
Peoples Bank
The Security National Bank of Sioux City, Iowa

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
8
Bc Firm Active IA Count
17
Bc Firm IAR Count
17
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
The First National Bank of AkronAkron, IA
The First National Bank of AkronAkron, IA
Fdic Zip HHI
3441.3
Fdic Zip Top Bank Share Pct
39.87
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI2,797
Returns210
Stub 2
AGI8,615
Returns230
Stub 3
AGI9,664
Returns160
Soi Zip Total Business Income
1,558
Soi Zip Total Cap Gains
1,103
Soi Zip Total Dividends
604
Soi Zip Total Returns
960
Top Owner CRD
4124580
Trust Company Affiliate
No

People (17)

17
ERICSON, CHAD, DAVID
IAR · Direct Owner · 87.5%
4124580
BRANNEN, MICHAEL, ANNE
IAR · Executive Officer · 2.5%
2410558
DALE ALLAN DOBNICKER
IAR
6345579
MICHAEL ELLIS LASOVAGE
IAR
1708119
MATTHEW LEWIS GLENN
IAR
7587938
ROBERT A LASOVAGE
IAR
5749450
MICHAEL WILLMAR FORBROOK
IAR
819009
JACOB CHRISTOPHER CHADICK
IAR
6343488
GREGORY GIFFORD GILES
IAR
6437435
DUANE M ROTH
IAR
4784123
BRIAN DANIEL PARKER
IAR
2161106
JOHN WAYNE ARTHUR
IAR
1146305
CHRISTOPHER WAYNE ARTHUR
IAR
4972165
ROBERT T REIDELBERGER
IAR
6057556
Samuel M Chadick
IAR
6801087
THOMAS HALE MCBRIDE
IAR
710254
RICHARD J. RYAN
IAR
5828789