TrueAdvisor
TrueAdvisor
SF
SF

Stephen Alan Finn

Usadvisors Wealth Management, LLC
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Usadvisors Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,596 clients
Average Client Portfolio
$306K average
Assets Under Management
$488.1M

Fee Structure

Minimum Investment:$25K

Location

15750 Venture Lane, Eden Prairie, MN, 55344

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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
Usadvisors Wealth Management, LLC
July 2025 - Present · 7 mos
Osaic Wealth, INC.Broker
March 2025 - Present · 11 mos
Previous Registrations
Osaic Wealth, INC.
March 2025 - June 2025 · 3 mos
Cetera Investment Advisers LLC
August 2023 - March 2025 · 1 yr 7 mos
Cetera Advisor Networks LLCBroker
August 2023 - March 2025 · 1 yr 7 mos
Cri Securities, LLC
February 2020 - November 2021 · 1 yr 9 mos
Securian Financial Services, INC.
February 2020 - August 2023 · 3 yrs 6 mos
Securian Financial Services, INC.Broker
December 2018 - August 2023 · 4 yrs 8 mos
Cri Securities, LLCBroker
December 2018 - November 2021 · 2 yrs 11 mos
Gradient Securities, LLCBroker
January 2016 - November 2018 · 2 yrs 10 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.