Usadvisors Wealth Management, LLC

Usadvisors Wealth Management, LLC (CRD# 158108) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $185,221,773 in 1,193 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    1,193
    ACCOUNTS
  • Average Account Value
    $155,257
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, CA, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, ND, NE, NH, NV, NY, OH, PR, SD, TN, TX, VA, WA, WI

Financial Advisors at Usadvisors Wealth Management, LLC
Showing 1 - 10 of 26 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 25 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
James R. Morton
CRD#: 1684747
405 E Northtown Rd, 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.

3
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 29 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.

4
Robert E. Skinner
CRD#: 713347
Seattle, WA
96
Wealthminder
score

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

5
Walter J. Billodeaux
CRD#: 4995248
4875 Eisenhower Ave, Ste 220, Alexandria, VA 22304
93
Wealthminder
score

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

6
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.

7
Joseph C. Cunningham
CRD#: 2513944
222 E Robinson St, Knoxville, IA 50138
93
Wealthminder
score

Joseph Cunningham (CRD# 2513944) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Knoxville, IA and has over 23 years of experience in the finance industry.

8
Steven M. Ellsworth
CRD#: 4861396
6611 Chicago Rd., Warren, MI 48092
93
Wealthminder
score

Steven Ellsworth (CRD# 4861396) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Warren, MI and has over 13 years of experience in the finance industry.

9
Russell S. Hale
CRD#: 4412433
507 Longview Rd. #g, Knoxville, TN 37919
93
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.

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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