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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-02-05 |
| SC | RA | APPROVED | 2025-09-05 |
| PA | RA | APPROVED | 2025-05-19 |
| ID | RA | APPROVED | 2024-09-12 |
| TX | RA | APPROVED | 2023-11-15 |
| OH | RA | APPROVED | 2022-11-22 |
| NC | RA | APPROVED | 2022-03-07 |
| MI | RA | APPROVED | 2021-01-07 |
| OR | RA | APPROVED | 2017-12-16 |
| NJ | RA | APPROVED | 2017-12-01 |
| HI | RA | APPROVED | 2017-11-30 |
| MO | RA | APPROVED | 2017-11-27 |
| WI | RA | APPROVED | 2017-11-27 |
| CO | RA | APPROVED | 2017-11-22 |
| VA | RA | APPROVED | 2017-11-22 |
| MN | RA | APPROVED | 2017-11-19 |
| AZ | RA | APPROVED | 2017-11-17 |
| CA | RA | APPROVED | 2017-11-17 |
| FL | RA | APPROVED | 2017-11-17 |
| WA | RA | APPROVED | 2017-11-17 |
| IL | RA | APPROVED | 2017-11-16 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
13613 W Camino Del Sol Ste 5, Sun City , AZ 85375 • United States
9375 E. Shea Blvd., Suite 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axberg Wealth Management | Sun City West | AZ | 03/2013 | Present |
| Usa Financial Securities | Ada | MI | 11/2017 | Present |
| Scottsdale Wealth Advisory Group, Pllc | Scottsdale | AZ | 11/2019 | 11/2022 |
| Invest Financial Corp | Tampa | FL | 04/2007 | 11/2017 |
1) AXBERG WEALTH MANAGEMENT, LLC -13613 W CAMINO DEL SOL STE 3, SUN CITY WEST, AZ 85375. START DATE 01/01/2008. OWNER. TAX PREP, TAX PLANNING, INSURANCE SALES LIKE ANNUITIES AND LIFE INSURANCE AND FINANCIAL PLANNING. INVESTMENT RELATED. 15 HOURS DEVOTED TO BUSINESS. 3 HOURS DEVOTED DURING SECURITIES TRADING HOURS. 2) FRICK & A HOLDINGS, LLC - 13613 W. CAMINO DEL SOL SUITE 3, SUN CITY WEST, AZ 85375. START DATE 08/2012. PARTNER, PROPERTY OWNERSHIP MANAGEMENT. NOT INVESTMENT RELATED. 1 HOUR PER MONTH DEVOTED TO BUSINESS, 1 HOUR PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) AXBERG AND FRICK CONSULTING GROUP - 13613 W. CAMINO DEL SOL SUITE 3, SUN CITY WEST, AZ 85375. STARTED 10/09/2023. PARTNER. TAX PLANNING, TAX PREPARER AND SUPERVISION. NOT INVESTMENT RELATED.10 HOURS PER MONTH DEVOTED TO BUSINESS. 10 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 4) GOOSEHEAD INSURANCE DBA SOOPER YOOPERS MOREAU INSURANCE AGENCY - 706 E BELL RD. SUITE 213, PHOENIX AZ. 85022. START DATE 01/5/2013. OWNER. PROPERTY, CASUALTY INSURANCE, LIFE INSURANCE AND OTHER INSURANCE PRODUCTS. NOT INVESTMENT RELATED. NOT INVESTMENT RELATED. 1 HOUR DEVOTED TO BUSINESS. 1 HOUR DEVOTED DURING SECURITIES TRADING HOURS 5) AXBERG WEALTH MANAGEMENT LLC - 13613 W. CAMINO DEL SOL SUITE 3, SUN CITY WEST, AZ 85375. START DATE 06/01/2024. OWNER. HELP AND PROVIDE ACCESS TO ATTORNEY PREPARED LEGAL DOCUMENTS FOR ESTATE PLANNING LIKE TRUSTS, WILL AND POA. NOT INVESTMENT RELATED. 2 HOURS PER MONTH DEVOTED TO BUSINESS, 2 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-04 |
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