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Timothy Johnson

Advisor at USAdvisors Wealth Management, LLC

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USAdvisors Wealth Management, LLC logo

Firm

USAdvisors Wealth Management, LLC

Location

Glenwood, MN 56334

Credentials

Series 63, Series 66

Industry experience

21 years

About

Timothy Johnson is a financial advisor at USAdvisors Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Cetera Investment Advisers LLC. Outside of his advisory role, he serves on the Board of Directors for the Glenwood Lakes Area Chamber of Commerce and is involved in a family-owned holistic naturopathic wellness business. 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, combining model portfolio strategies and fundamental security selection to align investments with client goals.

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

2 Franklin St S

Glenwood, MN 56334

Most active in

Minnesota

Work history

OSAIC

2024 - Present (2 years)

USAdvisors Wealth Management, LLC

2020 - Present (6 years)

Securities America, Inc

2020 - 2024 (4 years)

Cetera

2014 - 2020 (6 years)

Home State Bank

2012 - 2020 (8 years)

Cetera Investment Services LLC

2007 - 2020 (13 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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