Thomas H. Mcbride

RDA FINANCIAL NETWORK

Des Moines, IA 50325

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CRD#: 710254

Professional summary

Thomas Hale Mcbride III, CFP®, who also goes by Thomas H Mcbride, Thomas Hale Mcbride, Tom Mcbride III, Tommy Mcbride III, is a registered financial advisor currently at RDA FINANCIAL NETWORK located in Des Moines, Iowa.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Thomas has worked at 15 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas H Mcbride | Thomas Hale Mcbride | Tom Mcbride Iii | Tommy Mcbride Iii

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.) MONETARY STRATEGIES - AGENT - NON-VARIABLE INSURANCE - DES MOINES, IA - SINCE 07/1980 - INVESTMENT RELATED 2.) RDA FINANCIAL NETWORK - INVESTMENT ADVISER REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - DES MOINES, IA - SINCE 09/2001 - INVESTMENT RELATED 3.) MONETARY STRATEGIES - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - DES MOINES, IA - SINCE 07/2016 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Hale Mcbride III's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

October 7, 2011 - Present

RDA FINANCIAL NETWORK

Office #1: 7600 University Avenue Suite B, Des Moines, IA 50325

RIA

CRD#: 147309

Des Moines, IA

Past

July 15, 2016 - December 31, 2022

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

DES MOINES, IA

Past

March 28, 2005 - May 8, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

DES MOINES, IA

Past

December 19, 2002 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

DES MOINES, IA

Past

December 19, 2002 - July 29, 2016

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

DES MOINES, IA

Past

January 1, 1999 - December 19, 2002

THE MASTERS, INC.

RIA

CRD#: 108432

OVERLAN DPK, KS

Past

January 6, 1992 - December 19, 2002

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

Past

May 23, 1990 - January 15, 1992

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

CEDAR RAPIDS, IA

Past

July 21, 1987 - May 30, 1990

ALLIED GROUP SECURITIES CORPORATION

CRD#: 3638

Past

July 25, 1985 - July 5, 1988

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

Past

July 25, 1985 - July 5, 1988

LINCOLN NATIONAL PENSION INSURANCE COMPANY

CRD#: 10293

Past

October 3, 1983 - July 27, 1987

FSC SECURITIES CORPORATION

CRD#: 7461

Past

September 17, 1982 - October 20, 1983

ENTERPRISE FUND DISTRIBUTORS, INC.

CRD#: 883

Past

June 24, 1980 - July 21, 1982

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

June 24, 1980 - July 21, 1982

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

June 24, 1980 - July 21, 1982

IDS LIFE INSURANCE COMPANY

CRD#: 6321

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".

RDA FINANCIAL NETWORK

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Iowa
(10/7/2011)

IAR

Nebraska
(11/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/17/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/1983

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 6/21/1980

Registered Representative Examination

Current Firm

RDA FINANCIAL NETWORK

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)

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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

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 DISCLOSURE BROCHURE (3/31/2025)

RDA FINANCIAL NETWORK WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,347
AUM (Assets Under Management)	$ 578,744,853

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Thomas H. Mcbride

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Hale Mcbride III's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

THE MASTERS, INC.

VSR FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

ALLIED GROUP SECURITIES CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

LINCOLN NATIONAL PENSION INSURANCE COMPANY

FSC SECURITIES CORPORATION

ENTERPRISE FUND DISTRIBUTORS, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

Primary Firm SEC Registration

RDA FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 63

Date: 5/17/1980

SIE

Date: 10/1/2018

Series 7

Date: 11/19/1983

Series 1

Date: 6/21/1980

Current Firm

RDA FINANCIAL NETWORK

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RDA FINANCIAL NETWORK

TRUST BUT VERIFY

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