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W. Jillian Link

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

15750 Venture Ln, Eden Prairie, MN, 55344

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

W. Jillian Link is an insurance agent offering insurance products, owner of a property management company, owner of a Medicare sales business, an investment advisor representative, trustee of a trust, and owner of a brewery. Offering insurance products and advisory services takes about a quarter of W.'s time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Usadvisors Wealth Management, LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
July 2009 - June 2024 · 14 yrs 11 mos
Financial Network Investment CorporationBroker
December 2002 - July 2009 · 6 yrs 7 mos
American Express Financial Advisors INC.Broker
June 2000 - December 2002 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
June 2000 - December 2002 · 2 yrs 6 mos
State Registrations37 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.