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Ryan Lafler

Advisor at USAdvisors Wealth Management, LLC

Updated today
USAdvisors Wealth Management, LLC logo

Firm

USAdvisors Wealth Management, LLC

Location

Winfield, IL

Credentials

Series 66

Industry experience

< 1 year

About

Ryan Lafler is a Wealth Advisor at USAdvisors Wealth Management, LLC with credentials including the Series 66 designation. He has been in the financial advisory industry since 2025. Prior to entering the advisory field, he worked for nearly a decade in retail at The Golf Warehouse/Baseball Savings and was involved with Champro Sports. Outside of his advisory role, he provides business consulting focused on operations, leadership training, and profitability optimization through Advocate Consulting LLC. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering advisor-directed portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services. USAdvisors combines asset-allocation model portfolios with fundamental security selection and both long- and short-term strategies, sourcing solutions from multiple institutional providers.

Client services

Based on USAdvisors Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on USAdvisors Wealth Management, LLC

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses

Occupation focus

Based on USAdvisors Wealth Management, LLC

Founder/Business Owner Executive

Fee options

Fixed

$500 - $15,000+ depending on service complexity

Percentage

$0+: Up to 2.00% annually (maximum) $25,000+: Tiered or flat fee schedule up to 2.00% annually, negotiable by advisor

Project-based

$200 - $600+ per hour depending on service complexity

Subscriptions

$100 - $1,000+ per month depending on service complexity

Other

Account minimum: $25,000

Location

Winfield, IL

Most active in

Illinois

Work history

USAdvisors Wealth Management, LLC

2025 - Present (1 year)

Advocate Wealth Management

2025 - Present (1 year)

OSAIC

2025 - Present (1 year)

Unemployed

2024 - 2025 (1 year)

Champro Sports

2023 - 2024 (1 year)

The Golf Warehouse/Baseball Savings

2014 - 2023 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John D

Series 63, Series 65

Hinsdale, IL

Doncaster Wealth LLC

General retirement planning Income planning Wealth management Tax-loss harvesting Charitable giving tax strategies

Maggie B

CFP®, CPA, RICP®

Naperville, IL

NexJenn Financial Services

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Jeffrey D

CFP®

Glen Ellyn, IL

4D Financial Advisors, LLC

General retirement planning Social Security optimization Tax-loss harvesting
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Michael A

Series 65

Elk Grove Village, IL

MOA Advisory & Financial Services Co

Active portfolio management Options & derivatives strategies Concentrated stock management
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Michael L

CFP®

Wheaton, IL

Lamke Financial LLC

General retirement planning General tax planning Passive / index investing Real estate investing
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Joseph M

CFP®

Naperville, IL

Heritage Drive Wealth Management LLC

General retirement planning Cash flow / budgeting
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