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).
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Total Assets Under Management121MILLION
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Total Number of Accounts917ACCOUNTS
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Average Account Value$132,271
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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
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.
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.
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.
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.
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.
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.
Scott Beaty (CRD# 5234436) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Knoxville, TN and has over 9 years of experience in the finance industry.
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.
Momodou Bojang (CRD# 5386144) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Poolesville, MD and has over 9 years of experience in the finance industry.
Mikael Hallstrom (CRD# 5441948) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Oakton, VA and has over 9 years of experience in the finance industry.