Verified
Rodney Wade is a financial advisor with Wade Financial Advisory, Inc.. Rodney has over 30 years of experience in the financial services industry. Rodney has provided financial advice to both individuals and businesses. Rodney has a Series 7 and Series 63 license. Rodney has a proven track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/23/2006 - Present
Wade Financial Advisory, Inc. (CAMPBELL CA)
CO
08/26/1988 - 02/12/1998
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
KS
07/03/1986 - 08/31/1988
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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