Chad David Ericson
Investment adviser representative at Rda Financial Network
22 yearsExperience
4 statesRegistered in
$675.2MFirm assets
17 yearsFirm in business
Are you Chad David Ericson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Akron-westfield Education Excellence FoundationSep 2017 to now
- United Planners Financial ServicesJul 2016 to now
- Rda Financial NetworkFeb 2011 to now
- Akron Health Care IncJul 2009 to now
- Cornerstone PropertiesNov 2005 to now
- Akron Development CorpMar 2005 to now
- Chad EricsonNov 2004 to now
- Legacy Financial, LLCOct 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (IA, LA, NE, TX).
Rda Financial Network
Legal name: Rda Financial Network, Inc.
$675.2MAssets managed
1,521Clients
16Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4124580
- Firm CRD
- 147309