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Richard Ryan

Rda Financial Network
16 Years of Experience
Mason City, IA
Sells Insurance
View SEC Summary
View SEC Summary

Richard Ryan is a registered investment advisor at Rda Financial Network, based in Mason City, IA, with 16 years of industry experience. Richard 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.

Rda Financial Network
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

1527 S Monroe Ave, Mason City, IA, 50401

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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 ActivitiesSells Insurance

Richard is an agent with Yantis and Associates Insurance Agency since 2008 and owns RJR & Associates LLC, which owns Yantis and Associates Financial Advisors. He also owns Select Property Group and dedicates minimal time to being Treasurer for a non-profit baseball club.

Employment History
Current Registrations
Rda Financial Network
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
July 2016 - December 2022 · 6 yrs 5 mos
Cambridge Investment Research, INC.Broker
September 2010 - July 2016 · 5 yrs 10 mos
State Registrations3 states
IANETX
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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