RL
Robert A. Lasovage
RDA FINANCIAL NETWORK
Birmingham, MI 48009
Some features on this profile are disabled
CRD#: 5749450
RL
Professional summary
Robert A Lasovage, CFA, who also goes by Robert A. Lasovage, is a registered financial advisor currently at RDA FINANCIAL NETWORK located in Birmingham, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Robert has worked at 3 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert A. Lasovage
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Assist with individual and estate tax return preparation.. Not Investment-related. 648 Vinewood Ave Birmingham, MI 48009. Tax return preparation. 8 hours per month, 4 of those hours are during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Robert A Lasovage's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 18, 2011 - Present
RDA FINANCIAL NETWORK
Office #1: 648 Vinewood Ave, Birmingham, MI 48009RIA
CRD#: 147309
Birmingham, MI
Past
July 15, 2016 - December 31, 2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
CORALVILLE, IA
Past
January 26, 2011 - February 8, 2011
RDA FINANCIAL NETWORK
RIA
CRD#: 147309
LIMA, OH
Past
April 6, 2010 - July 28, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
LIMA, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RF
RDA FINANCIAL NETWORK
ADVANCED FINANCIAL CONCEPTS | YANTIS AND ASSOCIATES FINANCIAL ADVISORS | THE ROTH COMPANIES, INC. | RYAN FINANCIAL NETWORK | RDA FINANCIAL NETWORK, INC. | RDA FINANCIAL NETWORK | MONETARY STRATEGIES | MIMS FINANCIAL SERVICES | LUCASIAN WEALTH MANAGEMENT | LEGACY FINANCIAL LLC | LANE FAMILY WEALTH MANAGEMENT | INTERACTIVE FINANCIAL SERVICES | BOBB FINANCIAL | ASCENT ADVISORY SOLUTIONS
CRD#: 147309 / SEC#: 801-69651
RIA
Registered Investment Advisory firm - (10/16/2008 Approved)Illinois
Registered Investment Advisory firm - (10/16/2008 Terminated)Iowa
Registered Investment Advisory firm - (5/18/2015 Terminated)Ohio
Registered Investment Advisory firm - (10/21/2008 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(6/26/2020)
IAR
Ohio(12/23/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RF
RDA FINANCIAL NETWORK
ADVANCED FINANCIAL CONCEPTS | YANTIS AND ASSOCIATES FINANCIAL ADVISORS | THE ROTH COMPANIES, INC. | RYAN FINANCIAL NETWORK | RDA FINANCIAL NETWORK, INC. | RDA FINANCIAL NETWORK | MONETARY STRATEGIES | MIMS FINANCIAL SERVICES | LUCASIAN WEALTH MANAGEMENT | LEGACY FINANCIAL LLC | LANE FAMILY WEALTH MANAGEMENT | INTERACTIVE FINANCIAL SERVICES | BOBB FINANCIAL | ASCENT ADVISORY SOLUTIONS
CRD#: 147309 / SEC#: 801-69651
RIA
Registered Investment Advisory firm - (10/16/2008 Approved)Illinois
Registered Investment Advisory firm - (10/16/2008 Terminated)Iowa
Registered Investment Advisory firm - (5/18/2015 Terminated)Ohio
Registered Investment Advisory firm - (10/21/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
321 Reed Street Suite #2, Akron, IA 51001
Mailing Address
321 Reed Street Suite #2, Akron, IA 51001
Phone number
(888) 300-4975
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,347 |
| AUM (Assets Under Management) | $ 578,744,853 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
