Adam David Storbakken

Employer firm

Usa Financial Securities LLC CRD 103857

$297M regulatory AUM 374 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
• 06/2017 → 01/2019
  30 Watt Holdings
  Minneapolis, MN
• 09/2014 → 06/2017
  Ark Management Services
  New Hope, MN
• 07/2013 → 03/2017
  Rasmussen College
  Bloomington, MN
• 02/2019 → 06/2021
  Bank Of America, N.A.
  Wayzata, MN
• 09/2021 → 01/2024
  Woodbury Financial Services Inc
  Minnetonka, MN
• 01/2024 → 07/2026
  Osaic Wealth, Inc.
  Minnetonka, MN
• 09/2021 → 05/2026
  Sanvold Financial Group
  Minntoka, MN
• 07/2026 → Present
  Hrzn Wealth Management
  Plymouth, MN
• 07/2026 → Present
  Usa Financial Securities
  Ada, MI

Previous Registrations

• 2024-01-19 → 2026-07-10
  Osaic Wealth, Inc.
  Minnetonka, MN
• 2021-09-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Minnetonka, MN

Other Businesses

HRZN Wealth Management, LLC - 13115 55th Ave N, Plymouth MN 55442. Owner. Part of an overall financial plan, I intend to offer fixed insurance and annuities options to client. Investment related. 40 hours per month devoted to business. 40 hours per month devoted during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-06
• S63 Uniform Securities Agent State Law Examination
  2021-01-29

Other Names

• Adam D Storbakken
• Adam Storbakken