Stephen Finn is a registered investment advisor at Usadvisors Wealth Management, LLC, based in Eden Prairie, MN, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,901 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USAdvisors Wealth Management offers investment management services with fees based on a percentage of your portfolio. The exact fee can vary depending on the complexity of your assets and the specific advisor you work with, but the maximum annual fee is 2.00%. A minimum of $25,000 is typically required to use this service, but this is negotiable. Fees are billed monthly. USAdvisors Wealth Management also offers model portfolio management with similar fee structures.
Location
15750 Venture Lane, Eden Prairie, MN, 55344
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Usadvisors Wealth Management, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cri Securities, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Gradient Securities, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.