RDA Financial Network

Specialties

Whether it’s developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-​thinking and cost-​effective financial strategies to our valued clients.

The keys to our success are our professional excellence and integrity, and our constant pursuit of open communication and in-​depth understanding of each of our client’s unique financial needs. Our associates’ credentials, experience and principled approach allows us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

Fee-​based financial planning

Assest management accounts

Business planning

Estate conservation strategies

Fixed and variable annuities

Variable and traditional life insurance

Retirement planning

Education planning

Mutual Funds

401(k) and other company sponsored plans

Brokerage accounts

Deferred compensation strategies

Buy-​sell plans

Life insurance for key persons

Asset allocation strategies

Income planning

History

Established in 2015.

I moved to the Cedar Valley In 2007 to complete my degree at UNI. That is when I met my wife. We moved in together into a studio Apartment in Downtown Waterloo, and lived there until we began to start our family. Since then we have moved to a different part of Waterloo, but Downtown has always been dear to us. That is why when I was given the opportunity to open a branch office in the office space below our old apartment I couldn’t pass it up! I am looking forward to having an office in Waterloo. Not only because It is closer to my home, but because I am excited to be a part of all of the positive things going on in Downtown

Meet the Business Owner

Richard R.

Business Owner

Richard Ryan transferred to Cedar Valley in 2006 to complete his degree at UNI. During that time he met his wife Abby. While Abby was completing her graduate degree, Richard took a job with Yantis & Associates Financial Advisors. Richard has since made partner, and has opened up two additional branch offices in Mason City and recently new office in Downtown Waterloo; Registered as RDA Financial Network.

Richard believes it is important to give back to the community. He participates with Junior Achievement, Waterloo Optimist Club, Coaching