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15750 Venture Lane, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-13 |
| MN | RA | APPROVED | 2014-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Eden Prairie | MN | 07/2009 | 06/2024 |
| Usadvisors Wealth Management, Llc | Eden Prairie | MN | 07/2012 | Present |
| Usadvisors Network, Llc | Eden Prairie | MN | 12/2002 | Present |
| Osaic Wealth, Inc. | Eden Prairie | MN | 06/2024 | Present |
1. W JILLIAN LINK POSITION: insurance agent NATURE: Offer and provide insurance products to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/03/2009 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344 DESCRIPTION: offer and provide insurance products to clients 2. WESTGATE 15750 VENTURE, LLC POSITION: Owner NATURE: Property management company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Owner 3. PARTNERS SENIOR ADVANTAGE POSITION: owner NATURE: Medicare sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Owner 4. USADVISORS WEALTH MANAGEMENT, LLC POSITION: IAR NATURE: Offer, provide advisory services and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/18/2012 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Investment advisory using model ETF portfolios 5. TRUSTEE OF NATHAN D. BERGELAND TRUST POSITION: trustee NATURE: Act as trustee of my spouse's account INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2010 ADDRESS: 7012 Willow Creek Rd., Eden Prairie MN 55344, United States DESCRIPTION: Serve as trustee on my spouse's account 6. BEAR CAVE BREWING POSITION: owner NATURE: Business ownership INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2022 ADDRESS: 1201 Mainstreet, Hopkins MN 55343, United States DESCRIPTION: Self serve tap system of in house beers. Serving food and with an event space. 7. W JILLIAN LINK POSITION: insurance agent NATURE: Offer and provide insurance products to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/03/2009 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: offer and rpovide insurance products to clients 8. PARTNERS SENIOR ADVANTAGE POSITION: owner NATURE: Medicare sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Owner 9. BEAR CAVE BREWING POSITION: owner NATURE: Business ownership INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2022 ADDRESS: 1201 Mainstreet, Hopkins MN 55343, United States DESCRIPTION: Self serve tap system of in house beers. Serving food and with an event space.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-12 |
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