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Usa Financial Securities LLC CRD 103857
$297M regulatory AUM 374 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-02-20 |
| IA | RA | APPROVED | 2012-05-21 |
| CO | RA | APPROVED | 2007-05-29 |
Branch Locations
360 Pierce Ave. #111, North Mankato, MN 56003 • United States
6020 E. Fulton Street, Ada, MI 49301 • United States
9001 East Bloomington Frwy Suite 130, Bloomington, MN 55420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Welp Financial Services | Mankato | MN | 01/2000 | Present |
| Usa Financial Securities Corporation | Ada | MI | 02/2006 | Present |
WELP FINANCIAL SERVICES, INC. - 360 PIERCE AVE. SUITE 111, NORTH MANKATO, MN 56003. START DATE; 01/2020. CFO. SALES OF INSURANCE AND FIXED ANNUITIES. INVESTMENT RELATED. 120 HOURS PER MONTH DEVOTED TO BUSINESS. 120 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-07 |
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