Usadvisors Wealth Management, LLC

Usadvisors Wealth Management, LLC (CRD# 158108) is a financial advisory firm headquartered in Eden Prairie, MN. They manage $424,868,793 in 2,138 accounts and serve the financial needs of clients across 31 states (or territories).

Current Firm Details
15750 Venture Lane, Eden Prairie, MN 55344
https://www.youtube.com/channel/ucxcmqlubawln1a02twzae2a
By the Numbers
  • Total Assets Under Management
    425
    MILLION
  • Total Number of Accounts
    2,138
    ACCOUNTS
  • Average Account Value
    $198,723
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
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SD, TN, TX, VA, WA, WI

Financial Advisors at Usadvisors Wealth Management, LLC
Showing 11 - 17 of 17 top financial advisors.
11
W. Jillian Link, financial advisor Eden Prairie MN
W. Jillian Link
CRD#: 4149386
15750 Venture Ln, Eden Prairie, MN 55344

W. Jillian Link (CRD# 4149386) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Eden Prairie, MN and has over 23 years of experience in the finance industry.

12
Nancy McCarrell, financial advisor Inver Grove Heights MN
Nancy J. McCarrell
CRD#: 6334107
5774 Blackshire Path, Inver Grove Heights, MN 55076

Nancy McCarrell (CRD# 6334107) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Inver Grove Heights, MN and has over 9 years of experience in the finance industry.

13
James Morton, financial advisor Kirksville MO
James R. Morton
CRD#: 1684747
405 E Northtown Rd, Kirksville, MO 63501

James Morton (CRD# 1684747) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Kirksville, MO and has over 36 years of experience in the finance industry.

14
Mouhamadou Sene, financial advisor Rockville MD
Mouhamadou B. Sene
CRD#: 5647887
9201 Corporate Blvd., Suite 270, Rockville, MD 20850

Mouhamadou Sene (CRD# 5647887) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Rockville, MD and has over 14 years of experience in the finance industry.

15
Roger Sexter, financial advisor Eden Prairie MN
Roger A. Sexter
CRD#: 859088
15750 Venture Lane, Eden Prairie, MN 55344

Roger Sexter (CRD# 859088) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Eden Prairie, MN and has 1 year of experience in the finance industry.

16
Denise Rich, financial advisor Inver Grove Heights MN
Denise J. Rich
CRD#: 4629515
5774 Blackshire Path, Inver Grove Heights, MN 55076

Denise Rich (CRD# 4629515) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Inver Grove Heights, MN and has over 19 years of experience in the finance industry.

17
Annabelle Saez, financial advisor Rockville MD
Annabelle Saez
CRD#: 7853250
9201 Corporate Blvd., Suite 270, Rockville, MD 20850

Annabelle Saez (CRD# 7853250) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Rockville, MD and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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