JC
Jacob C. Chadick
RDA FINANCIAL NETWORK
OVERLAND PARK, KS 66210
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CRD#: 6343488
JC
Professional summary
Jacob Christopher Chadick, who also goes by Koby C Chadick, is a registered financial advisor currently at RDA FINANCIAL NETWORK located in Overland Park, Kansas and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Overland Park, Kansas.
Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jacob has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Koby C Chadick
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.) THE ROTH COMPANIES, INC. - WEALTH MANAGEMENT ADVISOR, DIRECTOR OF OPERATIONS - DBA NAME FOR MARKETING PURPOSES ONLY - OVERLAND PARK, KS - SINCE 02/2025 - INVESTMENT RELATED 2.) JACOB CHADICK - INSURANCE AGENT - NON-VARIABLE INSURANCE - OVERLAND PARK, KS - SINCE 03/2025 - INVESTMENT RELATED 3.) RDA FINANCIAL NETWORK, INC. - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - OVERLAND PARK, KS - SINCE 02/2025 - INVESTMENT RELATED 4.) THE ROTH COMPANIES, INC. - DIRECTOR OF OPERATIONS, WEALTH MANAGEMENT ADVISOR - REGISTERED INVESTMENT ADVISOR - OVERLAND PARK, KS - SINCE 07/2024 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Christopher Chadick'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
February 13, 2025 - Present
RDA FINANCIAL NETWORK
Office #1: Lighton Tower 7500 College Blvd Suite 150, Overland Park, KS, 66210RIA
CRD#: 147309
OVERLAND PARK, KS
Current
November 20, 2024 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 7500 College Blvd, Suite 150, Overland Park, KS 66210RIA
BD
CRD#: 20804
Overland Park, KS
Past
August 18, 2016 - March 5, 2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
Overland Park, KS
Past
July 13, 2015 - March 9, 2018
RDA FINANCIAL NETWORK
RIA
CRD#: 147309
OVERLAND PARK, KS
Past
March 19, 2015 - August 24, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
OVERLAND PARK, KS
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
Illinois(4/4/2025)
RR
Kansas(2/3/2025)
IAR
Kansas(2/13/2025)
RR
Missouri(4/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/20/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 147309Overland Park, KS 66210TRUST BUT VERIFY
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