JA
ChFC
JA
ChFC

John Arthur

42 Years of Experience
Coralville, IA

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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,521 clients with $680M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,521 clients
Average Client Portfolio
$444K average
Assets Under Management
$675.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.05%

Annual fees range up to 2.05% depending on the size and complexity of the account or retirement plan.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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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 · 18 yrs 5 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.
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