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Bryan Wirtz

19 Years of Experience
Ada, MI
Broker

Bryan Wirtz is a registered investment advisor at USA Financial Securities Corporation, based in Ada, MI, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 1,750 clients with $300M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
141 advisors
Number of Clients
1,750 clients
Average Client Portfolio
$172K average
Assets Under Management
$301.5M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)

USA Financial Securities offers two advisory account management options:

  • Transaction-based pricing: You pay a lower custodial and administrative fee, plus individual transaction fees.
  • Asset-based pricing: You pay a higher custodial and administrative fee that includes transaction costs. This is best for clients who anticipate moderate to high levels of trading activity.

Representatives may also provide access to third-party money managers. The fees for these managers vary and are disclosed in their own brochures. Representatives may also offer customized financial strategies with varying fee structures, detailed in the representative's disclosure supplement. The maximum management fee charged by USA Financial Securities is 2.7%.

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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.

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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.

Employment History
Current Registrations
USA Financial Securities LLCBroker
July 2020 - Present · 6 yrs
USA Financial Securities Corporation
July 2020 - Present · 6 yrs
Previous Registrations
USA Financial Securities Corporation
December 2015 - October 2018 · 2 yrs 10 mos
USA Financial Securities CorporationBroker
December 2015 - October 2018 · 2 yrs 10 mos
Legend Advisory Corporation
January 2012 - November 2015 · 3 yrs 10 mos
Legend Equities CorporationBroker
January 2012 - November 2015 · 3 yrs 10 mos
Allstate Financial Services, LLCBroker
July 2007 - December 2011 · 4 yrs 5 mos
Fifth Third Securities, INC.Broker
December 2004 - July 2006 · 1 yr 7 mos
Banc One Securities CorporationBroker
November 2003 - November 2004 · 1 yr
Edward JonesBroker
September 2002 - October 2002 · 1 mo
State Registrations1 state
MI
AdvisorBrokerBoth

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.
Bryan Wirtz - Financial Advisor | TrueAdvisor