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
Glenwood, MN 56334
Credentials
Series 63, Series 66
Industry experience
21 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
2020 - Present (6 years)
Securities America, Inc
2020 - 2024 (4 years)
Cetera Investment advisers LLC
2014 - 2020 (6 years)
Home State Bank
2012 - 2020 (8 years)
Cetera Investment Services LLC
2007 - 2020 (13 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 66
Glenwood, MN
Thrivent Investment Management
Series 66
Glenwood, MN
Edward Jones
Series 63, Series 65
Glenwood, MN
Cetera
Series 66
Glenwood, MN
Thrivent Investment Management
Series 66
Glenwood, MN
LPL Financial
Series 66
Glenwood, MN
Thrivent Investment Management
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