Samuel Chadick
Samuel Chadick is a registered investment advisor at Rda Financial Network, based in Overland Park, KS, with 6 years of industry experience. Samuel 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.
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
7500 College blvd, Overland Park, KS, 66201
Get directionsHistory
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 ActivitiesSells Insurance
Samuel is an Investment Advisor Representative with RDA Financial Network, Inc. and a Wealth Management Advisor with The Roth Companies, Inc. Since 2017, Samuel has also been an insurance agent with The Roth Companies, Inc. selling non-variable insurance.
Employment History
Current Registrations
Rda Financial Network
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations8 states
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
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