| Date | Description |
|---|
| 2023-03-29 |
delete about_pages_linkeddomain pantheonsite.io |
| 2023-03-29 |
delete career_pages_linkeddomain pantheonsite.io |
| 2023-03-29 |
delete contact_pages_linkeddomain pantheonsite.io |
| 2023-03-29 |
delete index_pages_linkeddomain pantheonsite.io |
| 2023-03-29 |
delete management_pages_linkeddomain pantheonsite.io |
| 2023-03-29 |
delete service_pages_linkeddomain pantheonsite.io |
| 2023-03-29 |
delete source_ip 23.185.0.1 |
| 2023-03-29 |
delete terms_pages_linkeddomain pantheonsite.io |
| 2023-03-29 |
insert source_ip 172.67.190.152 |
| 2023-03-29 |
insert source_ip 104.21.73.154 |
| 2022-02-15 |
delete phone 800.758.6340 |
| 2021-06-10 |
delete email dw..@rdafn.com |
| 2021-06-10 |
delete email jn..@rdafn.com |
| 2021-06-10 |
delete person David J. Willeumier |
| 2021-06-10 |
delete person Jon Nizolek |
| 2021-06-10 |
delete phone 630.924.8100 |
| 2021-06-10 |
delete source_ip 35.197.73.8 |
| 2021-06-10 |
insert about_pages_linkeddomain pantheonsite.io |
| 2021-06-10 |
insert career_pages_linkeddomain pantheonsite.io |
| 2021-06-10 |
insert contact_pages_linkeddomain pantheonsite.io |
| 2021-06-10 |
insert index_pages_linkeddomain pantheonsite.io |
| 2021-06-10 |
insert management_pages_linkeddomain pantheonsite.io |
| 2021-06-10 |
insert service_pages_linkeddomain pantheonsite.io |
| 2021-06-10 |
insert solution_pages_linkeddomain pantheonsite.io |
| 2021-06-10 |
insert source_ip 23.185.0.1 |
| 2021-06-10 |
insert terms_pages_linkeddomain pantheonsite.io |
| 2021-01-22 |
delete cco Becky Baedke |
| 2021-01-22 |
delete otherexecutives Becky Baedke |
| 2021-01-22 |
delete email bb..@rdafn.com |
| 2021-01-22 |
delete email dd..@rdafn.com |
| 2021-01-22 |
delete email su..@mimsfs.com |
| 2021-01-22 |
delete fax 319-626-3540 |
| 2021-01-22 |
delete management_pages_linkeddomain wpgmaps.com |
| 2021-01-22 |
delete person Becky Baedke |
| 2021-01-22 |
delete person David L. Darner |
| 2021-01-22 |
delete person Kelly Jacobs |
| 2021-01-22 |
delete person Susan M. Mims |
| 2021-01-22 |
delete phone 319.626.3540 |
| 2021-01-22 |
insert address 321 Reed Street, Suite #2
Akron, IA 51001 |
| 2021-01-22 |
insert fax 712-568-3977 |
| 2020-04-08 |
delete general_emails in..@rdafn.com |
| 2020-04-08 |
insert cco Becky Baedke |
| 2020-04-08 |
delete email in..@rdafn.com |
| 2020-04-08 |
delete email in..@rdafn.com |
| 2020-04-08 |
update person_title Becky Baedke: Vice President of Operations => CCO; Vice President of Operations |
| 2020-04-08 |
update person_title Michael Anne Brannen: Investment Advisor; Representative => Compliance Team |
| 2020-02-07 |
delete email gr..@legacyfinancialllc.com |
| 2020-02-07 |
insert email gr..@legacyrdawealth.com |
| 2020-01-07 |
delete email dd..@rdafn.com |
| 2020-01-07 |
delete email dl..@lanefamilywm.com |
| 2020-01-07 |
delete email jl..@lanefamilywm.com |
| 2020-01-07 |
delete person David Lane |
| 2020-01-07 |
delete person Donald A. Dahlstrom |
| 2020-01-07 |
delete person Jim Lane |
| 2020-01-07 |
delete phone 319.535.4525 |
| 2020-01-07 |
delete phone 515.230.4100 |
| 2019-09-06 |
delete otherexecutives Wade Johnson |
| 2019-09-06 |
delete email wj..@rdafn.com |
| 2019-09-06 |
delete person Wade Johnson |
| 2019-09-06 |
update person_title Chad D. Ericson: President, Legacy Financial LLC / Investment Advisor Representative RDA Financial => President, Legacy Financial LLC |
| 2019-08-07 |
delete email ch..@rdafn.com |
| 2019-08-07 |
delete email jl..@rdafn.com |
| 2019-08-07 |
delete email sm..@rdafn.com |
| 2019-08-07 |
delete person Chawn F. Honkomp |
| 2019-08-07 |
delete phone 515.971.3304 |
| 2019-08-07 |
insert email jl..@lanefamilywm.com |
| 2019-08-07 |
insert email su..@mimsfs.com |
| 2019-04-08 |
delete otherexecutives Devory Altermatt |
| 2019-04-08 |
insert otherexecutives Devory Fischer |
| 2019-04-08 |
delete email cd..@legacyfinancialllc.com |
| 2019-04-08 |
delete email da..@legacyfinancialllc.com |
| 2019-04-08 |
delete email gg..@legacyfinancialllc.com |
| 2019-04-08 |
delete person Devory Altermatt |
| 2019-04-08 |
insert email ch..@legacyfinancialllc.com |
| 2019-04-08 |
insert email de..@legacyfinancialllc.com |
| 2019-04-08 |
insert email gr..@legacyfinancialllc.com |
| 2019-04-08 |
insert person Devory Fischer |
| 2018-11-02 |
insert president Brian Parker |
| 2018-11-02 |
insert email bp..@afconcepts.net |
| 2018-11-02 |
insert person Brian Parker |
| 2018-11-02 |
insert phone 985.898.2241 |
| 2018-07-13 |
delete email dl..@rdafn.com |
| 2018-07-13 |
delete phone 850.209.0083 |
| 2018-07-13 |
insert email dl..@lanefamilywm.com |
| 2018-07-13 |
insert phone 319.535.4525 |
| 2018-05-28 |
insert otherexecutives Becky Baedke |
| 2018-05-28 |
insert otherexecutives Wade Johnson |
| 2018-05-28 |
delete email ko..@therothcompanies.com |
| 2018-05-28 |
delete person Jacob C. Chadick |
| 2018-05-28 |
insert email au..@therothcompanies.com |
| 2018-05-28 |
insert email bb..@rdafn.com |
| 2018-05-28 |
insert email ch..@rdafn.com |
| 2018-05-28 |
insert email wj..@rdafn.com |
| 2018-05-28 |
insert person Austin D. Hoag |
| 2018-05-28 |
insert person Becky Baedke |
| 2018-05-28 |
insert person Chawn F. Honkomp |
| 2018-05-28 |
insert person Wade Johnson |
| 2018-05-28 |
insert phone 515.971.3304 |
| 2018-02-18 |
delete email lu..@lucasianwm.com |
| 2018-02-18 |
delete management_pages_linkeddomain lucasianwm.com |
| 2018-02-18 |
delete person Lucas G. Bielfelt |
| 2018-02-18 |
delete source_ip 104.198.5.36 |
| 2018-02-18 |
insert source_ip 35.197.73.8 |
| 2018-01-05 |
insert otherexecutives Devory Altermatt |
| 2018-01-05 |
insert email da..@legacyfinancialllc.com |
| 2018-01-05 |
insert person Devory Altermatt |
| 2018-01-05 |
insert phone 320.214.5520 |
| 2017-11-02 |
delete personal_emails do..@cambridgeresource.com |
| 2017-11-02 |
delete email cw..@rdafn.com |
| 2017-11-02 |
delete email do..@cambridgeresource.com |
| 2017-11-02 |
delete person Christina Wiggins |
| 2017-11-02 |
insert email dd..@rdafn.com |
| 2017-11-02 |
update person_title Dale A. Dobnicker: Vice President InterActive Financial Services / Investment Advisor Representative RDA Financial => Vice President InterActive Financial Services |
| 2017-11-02 |
update person_title Daniel S. Conklin: Investment Advisor Representative RDA Financial / Yantis & Associates => Associate / Yantis & Associates |
| 2017-09-28 |
delete email nl..@rdafn.com |
| 2017-09-28 |
delete phone 319.325.7854 |
| 2017-08-13 |
delete email bb..@rdafn.com |
| 2017-08-13 |
delete person Becky Baedke |
| 2017-08-13 |
delete phone 515.292.2020 |
| 2017-07-16 |
delete coo Becky Baedke |
| 2017-07-16 |
delete email aj..@legacyfinancialllc.com |
| 2017-07-16 |
delete email bb..@rdafn.com |
| 2017-07-16 |
delete management_pages_linkeddomain bobbfinancial.com |
| 2017-07-16 |
delete person Andrew J. Selberg |
| 2017-07-16 |
delete person Bradley J. Bobb |
| 2017-07-16 |
delete phone 217.697.5589 |
| 2017-07-16 |
delete phone 320.214.5520 |
| 2017-07-16 |
insert email gg..@legacyfinancialllc.com |
| 2017-07-16 |
insert person Gregory G. Giles |
| 2017-07-16 |
insert person Kelly Jacobs |
| 2017-07-16 |
insert phone 712.587.8070 |
| 2017-07-16 |
update person_title Becky Baedke: Director of Operations => Operations |
| 2017-06-09 |
delete email mw..@rdafn.com |
| 2017-06-09 |
delete person Michael Woolf |
| 2017-02-14 |
delete source_ip 45.33.46.207 |
| 2017-02-14 |
insert source_ip 104.198.5.36 |
| 2017-02-14 |
update person_title Bradley J. Bobb: President - Bobb Financial Services / Investment Advisor Representative RDA Financial; Investment Advisor Representative RDA Financial / President - Bobb Financial Services => President - Bobb Financial Services; Investment Advisor Representative RDA Financial |
| 2017-01-13 |
delete email da..@boelmanshaw.com |
| 2017-01-13 |
delete email ja..@bsccapital.com |
| 2017-01-13 |
delete person David L. Boelman |
| 2017-01-13 |
delete person Jason W. Shaw |
| 2017-01-13 |
delete phone 515.274.9301 |
| 2016-12-03 |
delete email cd..@legacyfinacialllc.com |
| 2016-12-03 |
insert email cd..@legacyfinancialllc.com |
| 2016-10-24 |
delete email wm..@rdafn.com |
| 2016-10-24 |
delete person Wayne P. Medlang |
| 2016-10-24 |
update person_title Thomas McBride: President, Monetary Strategies / Investment Advisor Representative RDA Financial => President, Monetary Strategies |
| 2016-09-26 |
update person_title Bradley J. Bobb: President - Bobb Financial Services / Investment Advisor Representative RDA Financial; Insurance Agent; Registered Representative of United Planners Financial; Investment Advisor Representative RDA Financial / President - Bobb Financial Services => President - Bobb Financial Services / Investment Advisor Representative RDA Financial; Investment Advisor Representative RDA Financial / President - Bobb Financial Services |
| 2016-09-26 |
update person_title Richard A. Yantis: Investment Advisor Representative - RDA Financial / President - Yantis & Associates; President, CFP; Insurance Agent; Registered Representative of United Planners Financial; President, Yantis and Associates / Investment Advisor Representative RDA Financial => Investment Advisor Representative - RDA Financial / President - Yantis & Associates; President, CFP; President, Yantis and Associates / Investment Advisor Representative RDA Financial |
| 2016-08-29 |
insert phone 319.325.7854 |
| 2016-08-29 |
update person_title Amanda Roberts: Investment Advisor Representative RDA Financial / DBA the Roth Companies, Inc => Insurance Agent; Investment Advisor Representative RDA Financial / the Roth Companies, Inc; Registered Representative of United Planners Financial; Financial Advisor at the Roth Companies |
| 2016-08-29 |
update person_title Andrew J. Selberg: Investment Advisor Representative / DBA Legacy Financial, LLC => Investment Advisor Representative - RDA Financial / Associate - Legacy Financial, LLC; Investment Advisor Representative RDA Financial / Legacy Financial, LLC; Insurance Agent; Registered Representative of United Planners Financial |
| 2016-08-29 |
update person_title Chad D. Ericson: Investment Advisor Representative RDA Financial / DBA Legacy Financial LLC => President, Legacy Financial LLC / Investment Advisor Representative RDA Financial; Insurance Agent; Registered Representative of United Planners Financial; Investment Advisor Representative - RDA Financial / President - Legacy Financial LLC |
| 2016-08-29 |
update person_title Dale A. Dobnicker: Investment Advisor Representative RDA Financial / DBA InterActive Financial Services => Vice President InterActive Financial Services / Investment Advisor Representative RDA Financial |
| 2016-08-29 |
update person_title Daniel S. Conklin: Investment Advisor Representative RDA Financial / DBA Yantis & Associates Financial => Investment Advisor Representative - RDA Financial / Associate - Yantis & Associates Financial Advisors; Registered Principal of United Planners Financial; Insurance Agent; Investment Advisor Representative RDA Financial / Yantis & Associates; Registered Principal and President |
| 2016-08-29 |
update person_title David L. Boelman: Investment Advisor Representative RDA FInancial / DBA BSC Capital Partners LLC => Capital Partners LLC / Investment Advisor Representative RDA FInancial |
| 2016-08-29 |
update person_title Jason W. Shaw: Investment Advisor Representative RDA Financial / DBA BSC Capital Partners LLC => Insurance Agent; Registered Representative of United Planners Financial; Investment Advisor Representative RDA Financial |
| 2016-08-29 |
update person_title Jim Lane: Investment Consultant => Investment Advisor; Insurance Agent; Registered Representative of United Planners Financial; Representative |
| 2016-08-29 |
update person_title Lucas G. Bielfelt: Investment Advisor Representative RDA Financial / DBA Lucasian Wealth Management => President Lucasian Wealth Management / Investment Advisor Representative RDA Financial |
| 2016-08-29 |
update person_title Thomas H. McBride: Investment Advisor Representative RDA Financial / DBA Monetary Strategies - President => President, Monetary Strategies / Investment Advisor Representative RDA Financial; Insurance Agent; Registered Representative of United Planners Financial; Investment Advisor Representative RDA Financial / President - Monetary Strategies |
| 2016-08-01 |
insert general_emails in..@rdafn.com |
| 2016-08-01 |
delete email al..@rdafn.com |
| 2016-08-01 |
delete email dr..@cambridgesecure.com |
| 2016-08-01 |
delete email jf..@rdafn.com |
| 2016-08-01 |
delete email jl..@rdafn.com |
| 2016-08-01 |
delete email jr..@acceladvantage.com |
| 2016-08-01 |
delete email mb..@acceladvantage.com |
| 2016-08-01 |
delete email sb..@acceladvantage.com |
| 2016-08-01 |
delete email sd..@acceladvantage.com |
| 2016-08-01 |
delete email sp..@rdafn.com |
| 2016-08-01 |
delete management_pages_linkeddomain acceladvantage.com |
| 2016-08-01 |
delete person Alan R. Leff |
| 2016-08-01 |
delete person Dana Rucker |
| 2016-08-01 |
delete person Janet A. Wulf |
| 2016-08-01 |
delete person Jason C. Luders |
| 2016-08-01 |
delete person Jay P. Faber |
| 2016-08-01 |
delete person Margaret R. Brady |
| 2016-08-01 |
delete person Sagar Patel |
| 2016-08-01 |
delete person Scott A. Durscher |
| 2016-08-01 |
delete person Stacie L. Brass |
| 2016-08-01 |
delete phone 319.390.2903 |
| 2016-08-01 |
delete phone 319.596.1100 |
| 2016-08-01 |
delete phone 319.596.1110 |
| 2016-08-01 |
delete phone 515.225.1185 |
| 2016-08-01 |
delete phone 712.546.6111 |
| 2016-08-01 |
delete source_ip 192.186.193.77 |
| 2016-08-01 |
insert email aj..@legacyfinancialllc.com |
| 2016-08-01 |
insert email in..@rdafn.com |
| 2016-08-01 |
insert email ko..@therothcompanies.com |
| 2016-08-01 |
insert email mw..@rdafn.com |
| 2016-08-01 |
insert management_pages_linkeddomain wpgmaps.com |
| 2016-08-01 |
insert person Andrew J. Selberg |
| 2016-08-01 |
insert person Jacob C. Chadick |
| 2016-08-01 |
insert person Michael Woolf |
| 2016-08-01 |
insert phone 515.274.9301 |
| 2016-08-01 |
insert source_ip 45.33.46.207 |
| 2016-08-01 |
update person_title Amanda Roberts: Investment Advisor Representative / the Roth Companies, Inc => Investment Advisor Representative RDA Financial / DBA the Roth Companies, Inc |
| 2016-08-01 |
update person_title Bradley J. Bobb: Investment Advisor; Representative => President - Bobb Financial Services / Investment Advisor Representative RDA Financial |
| 2016-08-01 |
update person_title Chad D. Ericson: Investment Advisor Representative / Legacy Financial LLC => Investment Advisor Representative RDA Financial / DBA Legacy Financial LLC |
| 2016-08-01 |
update person_title Dale A. Dobnicker: Investment Advisor; Representative => Investment Advisor Representative RDA Financial / DBA InterActive Financial Services |
| 2016-08-01 |
update person_title Daniel S. Conklin: Investment Advisor Representative / Yantis & Associates Financial => Investment Advisor Representative RDA Financial / DBA Yantis & Associates Financial |
| 2016-08-01 |
update person_title David L. Boelman: Investment Advisor Representative / BSC Capital Partners LLC => Investment Advisor Representative RDA FInancial / DBA BSC Capital Partners LLC |
| 2016-08-01 |
update person_title David L. Darner: Registered Principal => Investment Advisor; Representative |
| 2016-08-01 |
update person_title Jason W. Shaw: Investment Advisor Representative / BSC Capital Partners LLC => Investment Advisor Representative RDA Financial / DBA BSC Capital Partners LLC |
| 2016-08-01 |
update person_title Lucas G. Bielfelt: Investment Advisor; Representative => Investment Advisor Representative RDA Financial / DBA Lucasian Wealth Management |
| 2016-08-01 |
update person_title Michael Anne Brannen: Registered Principal => Investment Advisor; Representative |
| 2016-08-01 |
update person_title Nate Lovik: Registered Principal => Investment Advisor; Representative |
| 2016-08-01 |
update person_title Thomas McBride: Investment Advisor; Representative => Investment Advisor Representative RDA Financial / DBA Monetary Strategies - President |
| 2015-03-17 |
delete email gj..@rdafn.com |
| 2015-03-17 |
delete email sd..@rdafn.com |
| 2015-03-17 |
delete management_pages_linkeddomain fisiowa.com |
| 2015-03-17 |
delete person Gary D. Johnson |
| 2015-03-17 |
delete phone 630.529.2014 |
| 2015-03-17 |
insert email sd..@acceladvantage.com |
| 2015-03-17 |
update person_title Scott A. Durscher: Investment Advisor; Representative => Investment Advisor Representative / the Accel Group |
| 2015-02-10 |
delete source_ip 173.201.144.18 |
| 2015-02-10 |
insert source_ip 192.186.193.77 |
| 2014-10-06 |
delete email tf..@rdafn.com |
| 2014-10-06 |
delete person Todd Farrell |
| 2014-10-06 |
delete source_ip 173.201.58.247 |
| 2014-10-06 |
insert email dd..@iafs.net |
| 2014-10-06 |
insert source_ip 173.201.144.18 |
| 2014-08-24 |
delete email mb..@fisiowa.com |
| 2014-08-24 |
insert email mb..@acceladvantage.com |
| 2014-05-29 |
insert email lu..@lucasianwm.com |
| 2014-05-29 |
insert management_pages_linkeddomain lucasianwm.com |
| 2014-05-29 |
insert person Lucas G. Bielfelt |
| 2014-05-29 |
insert phone 515.292.2020 |
| 2014-05-01 |
update person_title Al R. Leff: Registered Representative RDAFN 2475 Coral Court, Suite a Coralville, IA 52241 => Investment Advisor Representative RDAFN 2475 Coral Court, Suite a Coralville, IA 52241 |
| 2014-03-03 |
delete person Janet A. Rochford |
| 2013-12-04 |
delete person Amanda Mundle |
| 2013-12-04 |
insert person Amanda Roberts |
| 2013-10-09 |
delete support_emails he..@rdafn.com |
| 2013-10-09 |
delete email he..@rdafn.com |
| 2013-06-29 |
delete fax 319-626-3450 |