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USAdvisors Wealth Management, LLC

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Client assets under management

$483,345,924

Clients

1,901

4% high-net-worth

Advisors

12

of 15 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

158

Very High

Average account size

$254,259

About

USAdvisors Wealth Management, LLC provides discretionary portfolio management and standalone financial planning to individuals (both non‑high‑net‑worth and high‑net‑worth), trusts, charitable organizations and businesses. Services include advisor‑directed portfolio management, a range of model portfolio options, retirement and estate planning, and business consulting.

The firm combines fundamental analysis and asset‑allocation approaches with model portfolios constructed in consultation with multiple third‑party providers, including LSA Portfolio Analytics, Dimensional, State Street and Ladenburg Thalman Asset Management, and seeks allocations that sit on an efficient‑frontier framework. Accounts are managed on a discretionary basis, with regular suitability reviews and an opportunity to retain client securities and impose reasonable investment restrictions.

USAdvisors is notable for its operational arrangements: advisors are also registered representatives of Osaic Wealth and the firm cooperates with Osaic Wealth’s Managed Opportunities Program and clearing relationships, while certain principals maintain affiliated insurance agencies and an administrative services entity. The firm discloses potential conflicts from these dual roles (including receipt of commissions, 12b‑1 fees and other economic benefits) and does not vote client proxies, leaving proxy voting responsibility with clients.

Client services

Financial planning Portfolio management

Expertise

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

$500 - $15,000+ depending on service complexity

Percentage

$0+: Up to 2.00% annually (maximum) $25,000+: Tiered or flat fee schedule up to 2.00% annually, negotiable by advisor

Project-based

$200 - $600+ per hour depending on service complexity

Subscriptions

$100 - $1,000+ per month depending on service complexity

Other

Account minimum: $25,000

Main office location

USAdvisors Wealth Management, LLC

15750 Venture Lane

Eden Prairie MN 55344, United States

Number of offices

12

Most active in

Alaska · Arizona · California · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mikael H

Series 63, Series 66

Oakton, VA

USAdvisors Wealth Management, LLC

Mikael Hallstrom is a financial advisor at USAdvisors Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Osaic Wealth, Inc., Securities America Inc., and USAdvisors Wealth Management. In addition to his advisory role, he is also involved in life, health, and annuity insurance sales. USAdvisors Wealth Management is a multi-advisor firm with 14 professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

James M

ChFC®, Series 63

Kirksville, MO

USAdvisors Wealth Management, LLC

James Morton is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He is currently with USAdvisors Wealth Management, LLC and previously worked at Securities America, Inc. and Alliant Bank. Morton is also the owner of Morton Financial Solutions, LLC, where he provides securities sales, advisory services, and fixed insurance sales. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines model-portfolio strategies with fundamental security selection and offers a range of investment options, including socially responsible portfolios and alternative investments.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Craig B

Series 63

Eden Prairie, MN

USAdvisors Wealth Management, LLC

Craig Binsfield is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 license and bringing 40 years of industry experience. He has been with USAdvisors since 2011 and has also worked with Osaic Wealth, Inc. since 2024. Outside of advisory work, he owns Benefit Advisors Inc., a firm providing group insurance for businesses, and occasionally works as a ride-share driver. USAdvisors Wealth Management is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm combines asset-allocation model portfolios with fundamental security selection, offering a variety of model types and access to alternative investments to align with client objectives.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Shawn C

Series 66

Winfield, IL

USAdvisors Wealth Management, LLC

Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC who holds a Series 66 designation and has 11 years of industry experience. He has worked at several firms including Osaic Wealth, Inc. and Securities America, Inc. Outside of advisory work, Cook has served as Past President and Board Member of the Park Ridge Chamber of Commerce and owns an insurance agency as well as a business consulting firm. USAdvisors Wealth Management, LLC is a multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing a combination of model portfolios and fundamental security selection with various institutional providers to align portfolios with client objectives.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Stephen F

Series 66

Eden Prairie, MN

USAdvisors Wealth Management, LLC

Stephen Finn is a financial advisor at USAdvisors Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Cetera Advisor Networks, and Minnesota Life Insurance Company. Finn also serves as an in-office notary for insurance and employee-related documents. USAdvisors Wealth Management 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, offering portfolio management, model-portfolio strategies, financial planning, and estate and business succession planning, utilizing model solutions from multiple institutional providers.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Ryan L

Series 66

Winfield, IL

USAdvisors Wealth Management, LLC

Ryan Lafler is a Wealth Advisor at USAdvisors Wealth Management, LLC with credentials including the Series 66 designation. He has been in the financial advisory industry since 2025. Prior to entering the advisory field, he worked for nearly a decade in retail at The Golf Warehouse/Baseball Savings and was involved with Champro Sports. Outside of his advisory role, he provides business consulting focused on operations, leadership training, and profitability optimization through Advocate Consulting LLC. 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, offering advisor-directed portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services. USAdvisors combines asset-allocation model portfolios with fundamental security selection and both long- and short-term strategies, sourcing solutions from multiple institutional providers.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Walter B

Series 63, Series 65

Arlington, VA

USAdvisors Wealth Management, LLC

Walter Billodeaux is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with USAdvisors since 2012 and also has experience with Osaic Wealth, Inc. and Securities America Inc. Outside of his advisory role, he is involved in insurance sales, specifically equity indexed annuities. USAdvisors Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of asset-allocation model portfolios and fundamental security selection, sourcing model solutions from multiple institutional providers, and offers a range of investment strategies including socially responsible portfolios and access to certain alternative investments.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Timothy J

Series 63, Series 66

Glenwood, MN

USAdvisors Wealth Management, LLC

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.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

W. Jillian L

Series 63

Eden Prairie, MN

USAdvisors Wealth Management, LLC

W. Jillian Link is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 63 designation and 25 years of industry experience. Her career includes roles at Securities America Inc. and Osaic Wealth, Inc., and she has been with USAdvisors since 2012. Outside of advisory work, she owns Bear Cave Brewing, a business featuring a self-serve tap system, food service, and an event space. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm employs a combination of model portfolio strategies and fundamental security selection, sourcing models from multiple institutional providers to align portfolios with client objectives.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Nancy M

CFP®, Series 66

Inver Grove Heights, MN

USAdvisors Wealth Management, LLC

Nancy Mc Carrell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at USAdvisors Wealth Management, LLC. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Outside of her advisory role, she is president of WDN Inc. and FMJ Partnership LLC, both entities involved in managing mineral rights and royalty income. USAdvisors Wealth Management, LLC is a multi-advisor SEC-registered firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, employing advisor-directed portfolio management combined with model-portfolio strategies and comprehensive financial planning services.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Denise R

Series 63, Series 66

Inver Grove Heights, MN

USAdvisors Wealth Management, LLC

Denise Rich is a financial advisor with USAdvisors Wealth Management, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Osaic Wealth, Inc., Securities America, Inc., and Prestige Wealth Management. Denise is a member of the Minneapolis Women’s Rotary, where she volunteers in fundraising efforts benefiting women and children in Minnesota. USAdvisors Wealth Management, LLC is a multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm manages discretionary portfolios using a combination of asset-allocation model portfolios, fundamental security selection, and both long- and short-term strategies, sourcing model solutions from multiple institutional providers.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
user avatar

Andrew B

Series 66

Eden Prairie, MN

USAdvisors Wealth Management, LLC

Andrew Beilke is a financial advisor at USAdvisors Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Securities America, Inc. and Osaic Wealth, Inc. Beilke also serves as COO of USAdvisors Network, coordinating operations for the firm's advisors. USAdvisors Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, charitable organizations, and businesses. The firm uses a combination of model portfolios and fundamental security selection across a range of investment strategies, sourcing solutions from multiple institutional providers.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
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