Bryan Wirtz

USA Financial Securities Corporation

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

USA Financial Securities Corporation

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

132 advisors

Number of Clients

1,750 clients

Average Client Portfolio

$172K average

Assets Under Management

$301.5M

Fee Structure

Minimum Investment:$15K

Financial Planning:Investment management only

Location

6020 East Fulton, Ada, MI, 49301

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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.

Other Business Activities

Bryan works as a senior business development consultant, recruiter, and wholesaler for USA Financial since 2020. The filing does not indicate the time commitment for this activity.