Thomas Mcbride is a CFP-designated registered investment advisor at Rda Financial Network, based in Des Moines, IA, with 45 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,479 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RDA Financial Network manages client accounts for a percentage of the assets under management. The advisory fee ranges up to 2.05% annually, depending on the size and complexity of the account. The fee is normally charged quarterly, in advance, based on the value of the assets under management on the last day of the prior reporting period. RDAFN advisors may also charge a miscellaneous technology fee, not to exceed $150 per year, debited quarterly.
Location
7600 University Avenue, Suite B, Des Moines, IA, 50325
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
Thomas is an agent for non-variable insurance through Monetary Strategies since 1980 and an Investment Adviser Representative with RDA Financial Network since 2001. He is also the owner of Monetary Strategies, operating under a DBA name for marketing purposes since 2016.
Employment History
Current Registrations
Rda Financial Network
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
The Masters, INC.
Vsr Financial Services, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Allied Group Securities CorporationBroker
Lincoln National Pension Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Fsc Securities CorporationBroker
Westamerica Financial CorporationBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations2 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.