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Matthew Lewis Glenn

Investment adviser representative at Rda Financial Network
16 yearsExperience
2 statesRegistered in
$675.2MFirm assets
17 yearsFirm in business

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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

16 years in the industry.

  1. Rda Financial NetworkJun 2022 to now
  2. Palmers Family FunMay 2010 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (IA, 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
7587938
Firm CRD
147309
Advisor's SEC record (opens in a new tab)
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