Usadvisors Wealth Management, LLC

Usadvisors Wealth Management, LLC (CRD# 158108) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $121,292,052 in 917 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $132,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, DC, FL, GA, HI, IA, IL, IN, MA, MD, MI, MN, MO, ND, NE, NH, NV, OH, PR, SD, TN, TX, VA, WA, WI

Financial Advisors at Usadvisors Wealth Management, LLC
Showing 1 - 10 of 29 top financial advisors.
1
Terry D. Buskirk
CRD#: 1343379
321 West Ave, Po Box 195, Holdrege, NE 68949
96
Wealthminder
score

Terry Buskirk (CRD# 1343379) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Holdrege, NE and has over 24 years of experience in the finance industry. Terry Buskirk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Russell S. Hale
CRD#: 4412433
900 South Gay Str., Ste. 2109, Knoxville, TN 37902
96
Wealthminder
score

Russell Hale (CRD# 4412433) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Knoxville, TN and has over 16 years of experience in the finance industry. Russell Hale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James R. Morton
CRD#: 1684747
201 S Baltimore St Ste A, Kirksville, MO 63501
96
Wealthminder
score

James Morton (CRD# 1684747) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Kirksville, MO and has over 30 years of experience in the finance industry.

4
Julieann E. Schroeder
CRD#: 1941592
1000 Twelve Oaks Center Dr, Ste 100, Wayzata, MN 55391
96
Wealthminder
score

Julieann Schroeder (CRD# 1941592) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Wayzata, MN and has over 28 years of experience in the finance industry. Julieann Schroeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert E. Skinner
CRD#: 713347
1825 S. 316th Street, Federal Way, WA 98093
96
Wealthminder
score

Robert Skinner (CRD# 713347) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Federal Way, WA and has over 24 years of experience in the finance industry.

6
Timothy D. Asche
CRD#: 4522588
2 Franklin St S, Glenwood, MN 56334
93
Wealthminder
score

Timothy Asche (CRD# 4522588) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Glenwood, MN and has over 14 years of experience in the finance industry.

7
Scott E. Beaty
CRD#: 5234436
900 South Gay Str., Ste. 2109, Knoxville, TN 37902
93
Wealthminder
score

Scott Beaty (CRD# 5234436) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Knoxville, TN and has over 10 years of experience in the finance industry.

8
Walter J. Billodeaux
CRD#: 4995248
3100 Clarendon Blvd, Arlington, VA 22201
93
Wealthminder
score

Walter Billodeaux (CRD# 4995248) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Arlington, VA and has over 12 years of experience in the finance industry.

9
Momodou L. Bojang
CRD#: 5386144
Poolesville, MD
93
Wealthminder
score

Momodou Bojang (CRD# 5386144) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Poolesville, MD and has over 10 years of experience in the finance industry.

10
Mikael D. Hallstrom
CRD#: 5441948
10461 White Granite Dr Ste 300, Oakton, VA 22124
93
Wealthminder
score

Mikael Hallstrom (CRD# 5441948) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Oakton, VA and has over 10 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.