Gerald Hanifan
Gerald Hanifan is a registered investment advisor at USA Financial Securities LLC, based in Ada, MI, with 33 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.70% |
Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.
Fee Estimator
Location
6020 E. Fulton Street, Ada, MI, 49301
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2025Customer Dispute
December 2024Customer Dispute
September 2024Customer Dispute
July 2016Other Business ActivitiesSells Insurance
Gerald is the President of Cedar Wealth LLC, selling life insurance, long-term care, Medicare supplements, and annuities, dedicating about 10-20% of his time to this business. He also refers clients/prospects to a CPA through Omega Associates LLC, which he started in 2010.
Employment History
Current Registrations
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
The Investment Center, INC.
The Investment Center, INC.Broker
1717 Capital Management CompanyBroker
State Registrations14 states
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.
Exams
More Advisors
- Andrew HowardUSA Financial Securities LLC
- Gregory ZottUSA Financial Securities LLC
- Paul Axberg, CFP, PFSUSA Financial Securities LLC
- Gregory Theis, ChFCUSA Financial Securities LLC
- Bruce WislerUSA Financial Securities LLC
- James Yost, ChFCLPL Financial LLC