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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-19-2008
- Office Locations
- 15
Office Locations
About RDA Financial Network
RDA Financial Network is an independent advisory network providing financial planning, portfolio management, estate planning, and retirement solutions for clients served by its advisors. It equips advisors with planning tools, technology support, and supervision/compliance infrastructure designed to protect clients while enabling customized strategies. Portfolios are implemented with asset allocation using vehicles such as ETFs and mutual funds, with custody options including Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CHAD DAVID ERICSON
Investment Advisor Representative, President
- CRD
- #4124580
- Ownership
- 75% or more
MICHAEL ANNE BRANNEN
Chief Compliance Officer
- CRD
- #2410558
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTOPHER WAYNE ARTHUR
--
- CRD
- #4972165
JOHN WAYNE ARTHUR
Founder
- CRD
- #1146305
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $675,162,330 | $443,602 |
| Non-Discretionary | $0 | -- |
| Total | $675,162,330 | $443,602 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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