Chad Ericson has been President/CISO of RDA Financial Network since January 2021, is a control person of the firm and directly owns 75% or more of it.
Rda Financial Network, Inc. is an Akron, IA firm with $675M under management, 1,521 clients and 17 advisers across 16 offices, as of its October 2026 filing.
Chad Ericson’s longest registration is the current one, 15 years at RDA Financial Network since 2011. Before joining RDA Financial Network in 2011, Chad Ericson was registered through Qa3 Financial LLC.
- Rda Financial NetworkCurrent– present · 15 yearsAkron, IA · Adviser representative · Firm CRD 147309
- Qa3 Financial LLC– · 1 yearAkron, IA · Adviser representative · Firm CRD 104957
Investment adviser representative registrations
Chad Ericson is registered as an investment adviser representative in 4 states. The first approvals date from February 2011; the most recent is Louisiana, in November 2025.
- IowaSince 11 February 2011
- LouisianaSince 12 November 2025
- NebraskaSince 29 November 2022
- TexasSince 12 December 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 26 February 2010 |
| Series 66 | Uniform Combined State Law Examination | 21 July 2009 |
| Series 7 | General Securities Representative Examination | 29 January 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 March 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 March 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Chad David Ericson
- CRD
- 4124580
- Firm
- RDA Financial Network · CRD 147309
- Role
- President/CISO
- Office
- 321 REED ST #2, PO BOX 136, Akron, IA 51001
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Chad Ericson work?
Chad Ericson has been President/CISO of Rda Financial Network, Inc. since January 2021, and is a control person of the firm.
Is Chad Ericson a financial advisor?
Yes. Chad Ericson has a current investment-adviser registration in Iowa, Louisiana, Nebraska and Texas, through RDA Financial Network since February 2011.
How many years of experience does Chad Ericson have?
Chad Ericson has 26 years in the financial industry, since March 2000, across 2 adviser firms.
What exams has Chad Ericson passed?
Chad Ericson has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 66 and Series 24. The earliest, the Series 63, was passed in March 2000. FINRA credited Chad Ericson with the SIE, which began in October 2018.
Where did Chad Ericson work before RDA Financial Network?
Before RDA Financial Network, Chad Ericson was registered through Qa3 Financial LLC, July 2009 to February 2011.
Where is Chad Ericson based?
Chad Ericson’s registered office is in Akron, IA.
Is Chad Ericson registered with FINRA?
Yes. Chad Ericson has a current broker registration, under CRD 4124580.
Source: FINRA BrokerCheck
How can I verify Chad Ericson’s record?
Search CRD 4124580 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Chad Ericson’s full registration record.