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
Winfield, IL
Credentials
Series 66
Industry experience
11 years
Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC who holds a Series 66 designation and has 11 years of industry experience. He has worked at several firms including Osaic Wealth, Inc. and Securities America, Inc. Outside of advisory work, Cook has served as Past President and Board Member of the Park Ridge Chamber of Commerce and owns an insurance agency as well as a business consulting firm. USAdvisors Wealth Management, LLC is a multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing a combination of model portfolios and fundamental security selection with various institutional providers to align portfolios with client objectives.
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
Winfield, IL
Illinois · Texas
OSAIC
2024 - Present (2 years)
USAdvisors Wealth Management, LLC
2019 - Present (7 years)
Securities America, inc.
2019 - 2024 (5 years)
Questar Asset Management
2017 - 2019 (2 years)
Questar Capital Corporation
2017 - 2019 (2 years)
Acceleration at the Yard
2015 - 2017 (2 years)
Raymond James Financial Services Advisors Inc.
2015 - 2017 (2 years)
Raymond James Financial Services, INC
2014 - 2017 (3 years)
Sage Private Wealth Group, LLC
2014 - 2017 (3 years)
Sage Private Wealth Group
2014 - 2017 (3 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
Hinsdale, IL
Doncaster Wealth LLC
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.
CFP®
Glen Ellyn, IL
4D Financial Advisors, LLC
Series 65
Elk Grove Village, IL
MOA Advisory & Financial Services Co
CFP®
Wheaton, IL
Lamke Financial LLC
CFP®
Naperville, IL
Heritage Drive Wealth Management LLC
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