Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
21 years
Location
Glenwood, MN 56334
USAdvisors Wealth Management, LLC
Team
Timothy Johnson is a financial advisor at USAdvisors Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Cetera Investment Advisers LLC. Outside of his advisory role, he serves on the Board of Directors for the Glenwood Lakes Area Chamber of Commerce and is involved in a family-owned holistic naturopathic wellness business. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, combining model portfolio strategies and fundamental security selection to align investments with client goals.
Based on USAdvisors Wealth Management, LLC
$500 - $15,000+ depending on service complexity
$0+: Up to 2.00% annually (maximum) $25,000+: Tiered or flat fee schedule up to 2.00% annually, negotiable by advisor
$200 - $600+ per hour depending on service complexity
$100 - $1,000+ per month depending on service complexity
Account minimum: $25,000
Glenwood, MN
2 Franklin St S
Glenwood MN 56334
Advisors at this office
1
Minnesota
21 years of industry experience
OSAIC
2024 - Present • 2 years
Glenwood, MN
USAdvisors Wealth Management, LLC
2020 - Present • 6 years
Glenwood, MN
Securities America, Inc
2020 - 2024 • 4 years
Glenwood, MN
Cetera
2014 - 2020 • 6 years
Willamr, MN
Home State Bank
2012 - 2020 • 8 years
Willmar, MN
Cetera Investment Services Llc
2007 - 2020 • 13 years
St. Cloud, MN
Edward Jones
2007 - 2007 • 1 year
Arlington, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Glenwood, MN
Thrivent Investment Management
Dane Ankeny is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as an assistant coach for a local youth wrestling team and holds leadership positions on community boards including Glenwood Waterama and Glenwood Rotary. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning across a variety of topics and allows clients to combine planning with managed accounts while keeping services distinct.
Series 66
Glenwood, MN
Edward Jones
Dustin Christenson is a Series 66-licensed financial advisor with Edward Jones in Glenwood, MN, where he has worked since 2009, totaling 17 years of industry experience. Outside of his advisory role, he coaches a youth hockey team for 10- and 11-year-olds with the Fergus Falls Youth Hockey Association. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations with a broad range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.
Series 63, Series 65
Glenwood, MN
Cetera
William Ogdahl is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Cetera in 2025, he spent 10 years with Avantax Investment Services and related entities. Outside of his advisory work, he owns and operates Bull Market Bovines LLC, a cattle raising business, and serves as treasurer for the Glenwood Waterama Festival, a local nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliated third-party managers.
Series 66
Glenwood, MN
Thrivent Investment Management
Lisa Berg is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Eagle Bank’s financial services division, and Ameriprise. Berg has been with Thrivent since 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining these services separately.
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