Matthew Glenn
Matthew Glenn is a registered investment advisor at Rda Financial Network, based in Cedar Falls, IA, with 4 years of industry experience. Matthew 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
2603 Rainbow Dr,, Cedar Falls, IA, 50613
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
Matthew is a manager and 20% owner of Palmers Family Fun amusement center, dedicating about a quarter of his time to operating the park. He also works as an insurance agent, spending about 10-20% of his time servicing clients. Finally, Matthew is a manager at Hidden Pines land development, but spends no time on this business.
Employment History
Current Registrations
Rda Financial Network
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.
Exams
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