Dale Dobnicker is a registered investment advisor at Rda Financial Network, based in Liberty Twnshp, OH, with 12 years of industry experience. Dale 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.05% |
Annual fees range up to 2.05% depending on the size and complexity of the account or retirement plan.
Fee Estimator
Location
Liberty Twnshp, OH
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Regulatory History
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 Activities
Dale is an assistant for tax preparation services, a Vice President for Interactive Financial Services, and the owner of Dad's Home Maintenance. The tax preparation and home maintenance activities are not investment related.
Employment History
Current Registrations
Rda Financial Network
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.