Adam Storbakken
Adam Storbakken is a registered investment advisor at USA Financial Securities LLC, based in Plymouth, MN, with 5 years of industry experience. Adam 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
Plymouth, MN
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam works as an insurance agent for Sandvold Financial Group, advising clients on insurance needs and options, dedicating minimal time to this. He also works as a paraplanner for the same group, assisting with client reviews and trade recommendations, which takes nearly full-time hours.
Employment History
Current Registrations
USA Financial Securities LLCBroker
USA Financial Securities LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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
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