Gregory
Giles
Rda Financial Network
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About this Advisor
Gregory Giles is a financial advisor operating in Sioux City, Iowa with 6 years of relevant experience. Giles is on the advisory team at Rda Financial Network. Throughout their career, Giles has worked at Robert W. Baird, United Planners' Financial Services Of America, Legacy Financial, LLC, Rda Financial Network, United Planners Financial Services, Rental Property, 332 W. Diamond Lk. Rd., Minneapolis, Mn 55419, Rental Property, 20744 Berdon St., Woodland Hills, Ca 91367, Own, Auditorium Shopping Area, LLC, Al-Mar Building Co., LLC and Green Gables Building Co., Llp. Giles has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Iowa, Nebraska and Texas. Rda Financial Network is an advisory company operating out of Akron, IA. The company has offices in 16 locations and a total of 18 people on staff. It oversees $439 million in total assets between its 3,240 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 3,240 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Rda Financial Network performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services the firm provides the client. Fees charged by Rda Financial Network likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rda Financial Network Brokerage Details
$439,191,058
18
3,240
$135,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gregory Giles Work History
Gregory has been registered as a financial advisor for 6 years.*
United Planners Financial Services
Legacy Financial, LLC
Legacy Financial, LLC
Rda Financial Network
Legacy Financial, LLC
Rda Financial Network
Rental Property, 20744 Berdon St., Woodland Hills, Ca 91367, Own
Auditorium Shopping Area, LLC
Al-Mar Building Co., LLC
Green Gables Building Co., Llp
Rental Property, 332 W. Diamond Lk. Rd., Minneapolis, Mn 55419
United Planners' Financial Services Of America
Robert W. Baird
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Giles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rda Financial Network
O Fallon, IL
Spicer, MN
Overland Park, KS
Cedar Falls, IA
Birmingham, MI
West Chester, OH
Mission, KS
Carol Stream, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
