NM
CFP
NM
CFP

Nancy J Mccarrell

10 Years of Experience
Broker
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

5774 Blackshire Path, Inver Grove Heights, MN, 55076

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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 Activities

Nancy works full-time as an advisor at US Advisors Wealth Management. She also has passive income from mineral interests and inherited farmland, dedicating minimal time to these activities.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Usadvisors Wealth Management, LLC
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
October 2019 - June 2024 · 4 yrs 8 mos
Prestige Wealth Management
February 2015 - December 2019 · 4 yrs 10 mos
Securities America, INC.Broker
January 2015 - April 2017 · 2 yrs 3 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.