SC
SC

Samuel M Chadick

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M

Fee Structure

Minimum Investment:$25K
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Location

7500 College blvd, Overland Park, KS, 66201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Samuel is an Investment Advisor Representative with RDA Financial Network, Inc. and a Wealth Management Advisor with The Roth Companies, Inc. Since 2017, Samuel has also been an insurance agent with The Roth Companies, Inc. selling non-variable insurance.

Employment History
Current Registrations
Rda Financial Network
November 2020 - Present · 5 yrs 3 mos
State Registrations6 states
COILKSMONEOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.