JA
ChFC
JA
ChFC

John Arthur

42 Years of Experience

John Arthur is a ChFC-designated registered investment advisor at Rda Financial Network, based in Coralville, IA, with 42 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,479 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M

Fee Structure

Minimum Investment:$25K

RDA Financial Network manages client accounts for a percentage of the assets under management. The advisory fee ranges up to 2.05% annually, depending on the size and complexity of the account. The fee is normally charged quarterly, in advance, based on the value of the assets under management on the last day of the prior reporting period. RDAFN advisors may also charge a miscellaneous technology fee, not to exceed $150 per year, debited quarterly.

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Location

Coralville, IA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a member of Ridgewood Real Estate, LLC (since 1997), Arthur Farms, LLC (since 2009), and Eikenheim Farm LLC (since 2020), all involved in real estate sales, rental properties, and property management. These activities are not investment related.

Employment History
Current Registrations
Rda Financial Network
May 2008 - Present · 17 yrs 11 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
July 2016 - December 2021 · 5 yrs 5 mos
Fort Des Moines Financial Services, INC.
July 2014 - February 2015 · 7 mos
Cambridge Investment Research Advisors, INC.
July 2008 - July 2016 · 8 yrs
Stonefield Investment Advisory, INC.
December 2005 - July 2008 · 2 yrs 7 mos
Cambridge Investment Research Advisors, INC.
March 2005 - December 2005 · 9 mos
Cambridge Investment Reserarch, INC.
January 2003 - March 2005 · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
December 2002 - July 2016 · 13 yrs 7 mos
Thrivent Investment Management INC.Broker
July 2002 - December 2002 · 5 mos
Lutheran Brotherhood Securities CORP.Broker
January 1998 - July 2002 · 4 yrs 6 mos
Lutheran Brotherhood Securities CORP.Broker
July 1983 - August 1997 · 14 yrs 1 mo
State Registrations1 state
IA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.