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RJ

Richard J. Ryan

Investment Adviser Representative at RDA Financial Network

Mason City, IACRD #5828789Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard J. Ryan is an investment adviser representative with RDA Financial Network in Mason City, IA, where they have been registered since 2011. They have worked in the securities industry since 2010 and have been registered with 3 firms, including United Planners' Financial Services of America A Limited Partner and Cambridge Investment Research, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Iowa, Nebraska, and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa, Nebraska, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/4/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/28/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

RDA Financial NetworkCurrent
3/16/2011 – Mason City, IA
United Planners' Financial Services OF America A Limited Partner
7/15/2016 – 12/31/2022Cedar Falls, IA
Cambridge Investment Research, Inc.
9/29/2010 – 7/29/2016Mason City, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. RDA Financial Network
    Mar 2011 – no end date reportedNorth Liberty, IA
  2. United Planners Financial Services
    Jul 2016 – Dec 2022Scottsdale, AZ
  3. Yanits AND Associates Insurance Agency
    Mar 2009 – no end date reportedCedar Falls, IA
  4. RJR & Associates LLC
    Jan 2015 – no end date reportedCedar Falls, IA
  5. Yantis and Associates Insurance Agency
    Nov 2008 – no end date reportedCedar Falls, IA
  6. Yantis and Associates Financial Advisors
    Jan 2005 – no end date reportedCedar Falls, IA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About RDA Financial Network

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17
Offices listed on AdvisorFinder:
10
Main office:
Akron, IA
SEC file number:
801-69651

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at RDA Financial Network

Showing 12 of 17 in the directory

View RDA Financial Network firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard J. Ryan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Richard J. Ryan (RDA Financial Network) - Fees & Credentials