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Robert A Lasovage

Investment adviser representative at Rda Financial Network
7 yearsExperience
2 statesRegistered in
CFADesignation
$675.2MFirm assets

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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

7 years in the industry.

  1. Rda Financial NetworkJan 2011 to now
  2. Interactive Financial ServicesJan 2011 to now
  3. United Planners Financial ServicesJul 2016 to Jan 2018
  4. Rental PropertyJul 2014 to Jul 2020

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2010
  • Series 63 · Uniform Securities Agent State Law2016

State registrations

Registered as an investment adviser representative in 2 states (MI, OH).

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
5749450
Firm CRD
147309
Advisor's SEC record (opens in a new tab)
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