TrueAdvisor
TrueAdvisor
JC
JC

Jacob Chadick

Rda Financial Network
4 Years of Experience
Overland Park, KS
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jacob Chadick is a registered investment advisor at Rda Financial Network, based in Overland Park, KS, with 4 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. 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
—
View Full SEC Brochure

Location

Lighton Tower, 7500 College Blvd, Suite 150, Overland Park, KS, 66210

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jacob is a wealth management advisor and director of operations for The Roth Companies, Inc. He is also an insurance agent selling non-variable insurance products.

Employment History
Current Registrations
Rda Financial Network
February 2025 - Present · 1 yr 8 mos
United Planners' Financial Services of America a Limited PartnerBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
August 2016 - March 2018 · 1 yr 7 mos
Rda Financial Network
July 2015 - March 2018 · 2 yrs 8 mos
Cambridge Investment Research, INC.Broker
March 2015 - August 2016 · 1 yr 5 mos
State Registrations4 states
IAILKSMO
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Overland Park, KS →All financial advisors in Kansas →