David Leon Stidger

Usi Advisors

11 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Usi Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

68 advisors

Number of Clients

1,340 clients

Average Client Portfolio

$36.5M average

Assets Under Management

$48.9B

Fee Structure

Financial Planning:Investment management only

Location

8000 Norman Center Drive, Suite 400, Bloomington, MN, 55437

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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.

Employment History

Current Registrations

Usi Advisors

February 2025 - Present · 1 yr

Previous Registrations

Principal Funds Distributor, INC.Broker

January 2024 - June 2024 · 5 mos

Principal Securities, INC.Broker

August 2020 - June 2024 · 3 yrs 10 mos

Wells Fargo Brokerage Services, L.L.C.Broker

September 2001 - August 2008 · 6 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.