DS
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David Stidger

11 Years of Experience
Bloomington, MN
May Earn Commission

David Stidger is a registered investment advisor at Usi Advisors, based in Bloomington, MN, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,353 clients with $56B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
72 advisors
IM Fee
Planning only
Assets Under Management
$56.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8000 Norman Center Drive, Suite 400, Bloomington, MN, 55437

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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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Employment History
Current Registrations
Usi Advisors
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Principal Funds Distributor, INC.Broker
January 2024 - June 2024 · 5 mos
Principal Securities, INC.Broker
August 2020 - June 2024 · 3 yrs 10 mos
Wells Fargo Brokerage Services, L.L.C.Broker
September 2001 - August 2008 · 6 yrs 11 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.
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