RR
Robert T. Reidelberger
RDA FINANCIAL NETWORK
O'fallon, IL 62269
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CRD#: 6057556
RR
Professional summary
Robert T Reidelberger, who also goes by Rob Reidelberger, Robert Reidelberger, is a registered financial advisor currently at RDA FINANCIAL NETWORK located in O'fallon, Illinois and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in O'fallon, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Reidelberger | Robert Reidelberger
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.
1.) SOURCENOW LLC - MINORITY PARTNER - IT BROKER/CONSULTING- PLANO, TX - SINCE 05/2017 - NOT INVESTMENT RELATED 2.) SOURCENOW LLC - INVESTOR - CYBER SECURITY - PLANO, TX - SINCE 01/2018 - NOT INVESTMENT RELATED 3.) RDA FINANCIAL NETWORK - INVESTMENT ADVISOR - REGISTERED INVESTMENT ADVISOR - O'FALLON, IL - SINCE 08/2019 - INVESTMENT RELATED 4.) THE ROTH COMPANIES, INC - INSURANCE AGENT - NON-VARIABLE INSURANCE - O'FALLON, IL - SINCE 08/2019 - INVESTMENT RELATED 5.) THE ROTH COMPANIES, INC - WEALTH MANAGEMENT ADVISOR/INVESTMENT ADVISOR REPRESENTATIVE - DBA NAME FOR MARKETING PURPOSES ONLY - O'FALLON, IL - SINCE 08/2019 - INVESTMENT RELATED 6.) STONE FALLS STORAGE LLC - PARTNER - SELF STORAGE FACILITY - O'FALLON, IL - SINCE 05/2025 - NOT INVESTMENT RELATED 7.) HARBOR WOODS LLC - PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - O'FALLON, IL - SINCE 02/2025 - NOT INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Robert T Reidelberger'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®
NoneExperience
Current
August 6, 2019 - Present
RDA FINANCIAL NETWORK
Office #1: 4925 Stone Falls Center Suite A, O'fallon, IL 62269RIA
CRD#: 147309
O'fallon, IL
Current
January 16, 2020 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 4925 Stone Falls Center Suite A, O'fallon, IL 62269RIA
BD
CRD#: 20804
O'fallon, IL
Past
April 28, 2016 - August 5, 2019
VISIONARY WEALTH ADVISORS, LLC
RIA
CRD#: 169610
O'Fallon, IL
Past
November 19, 2012 - May 13, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
SWANSEA, IL
Past
October 26, 2012 - May 13, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
SWANSEA, IL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(8/2/2022)
RR
Connecticut(7/29/2022)
RR
Florida(7/29/2022)
RR
Georgia(2/27/2023)
IAR
Illinois(8/6/2019)
RR
Illinois(2/25/2020)
RR
Indiana(7/28/2022)
RR
Missouri(8/8/2022)
IAR
Texas(11/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/16/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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.
Company Information
RDA FINANCIAL NETWORK
CRD#: 147309O'fallon, IL 62269TRUST BUT VERIFY
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