Advisor at USAdvisors Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
USAdvisors Wealth Management, LLC
Location
Inver Grove Heights, MN 55076
Credentials
CFP®, Series 66
Industry experience
11 years
Nancy Mc Carrell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at USAdvisors Wealth Management, LLC. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Outside of her advisory role, she is president of WDN Inc. and FMJ Partnership LLC, both entities involved in managing mineral rights and royalty income. USAdvisors Wealth Management, LLC is a multi-advisor SEC-registered firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing advisor-directed portfolio management combined with model-portfolio strategies and comprehensive financial planning services.
Based on USAdvisors Wealth Management, LLC
$500 - $15,000+ depending on service complexity
$0+: Up to 2.00% annually (maximum) $25,000+: Tiered or flat fee schedule up to 2.00% annually, negotiable by advisor
$200 - $600+ per hour depending on service complexity
$100 - $1,000+ per month depending on service complexity
Account minimum: $25,000
5774 Blackshire Path
Inver Grove Heights, MN 55076
Minnesota
OSAIC
2024 - Present (2 years)
USAdvisors Wealth Management
2019 - Present (7 years)
Securities America, inc.
2019 - 2024 (5 years)
Securities America Inc
2015 - 2017 (2 years)
Prestige Wealth Management
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Maplewood, MN
MPM Financial Corporation
Series 66
Woodbury, MN
VIP Financial Associates
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Series 66
Saint Paul, MN
Clanton Financial Partners, LLC
Series 66
Bloomington, MN
KMB Wealth Management, LLC
Series 65
Minneapolis, MN
Bernstein Financial Advisory
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