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
Kirksville, MO 63501
Credentials
ChFC®, Series 63
Industry experience
38 years
Financial Planning fixed fees range from $500 to $15,000+ depending on scope and complexity
$0 - /tier breakpoints not explicitly stated, but maximum fee 2.00%: Up to 2.00% annually (maximum) $25,000 - /no upper limit stated: Up to 2.00% annually (maximum)
Separate commission compensation for implementation of securities and insurance products by firm personnel acting in separate capacities as registered representatives or insurance agents
Financial Planning fees range from $200 to $600+ per hour depending on complexity
Account minimum: $25,000 minimum, negotiable under certain circumstances Fee-only: Financial Planning fees charged as fixed fees ($500 - $15,000+), hourly rates ($200 - $600+ per hour), or monthly fees ($100 - $1,000+ per month)
Osaic Wealth, Inc.
2024 - Present (2 years)
USAdvisors Wealth Management, LLC
2014 - Present (12 years)
Securities America, inc.
2008 - 2024 (16 years)
Alliant Bank
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Kirksville, MO
Edward Jones
Series 66
Kirksville, MO
Edward Jones
Series 66
Kirksville, MO
Edward Jones
Series 63, Series 65
Kirksville, MO
Smith, Moore & Co.
Series 66
Kirksville, MO
OSAIC Institutions, INC.
CFP®, Series 66
Kirksville, MO
Edward Jones
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