Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-15 |
| IL | RA | APPROVED | 2026-05-04 |
| MN | RA | APPROVED | 2026-01-16 |
| SC | RA | APPROVED | 2025-10-28 |
| CA | RA | APPROVED | 2025-10-24 |
| AZ | RA | APPROVED | 2025-09-05 |
| VA | RA | APPROVED | 2025-07-28 |
| MA | RA | APPROVED | 2025-07-21 |
| NM | RA | APPROVED | 2025-05-28 |
| GA | RA | APPROVED | 2025-03-05 |
| IN | RA | APPROVED | 2024-12-16 |
| CO | RA | APPROVED | 2024-11-08 |
| PA | RA | APPROVED | 2024-01-24 |
| IA | RA | APPROVED | 2023-04-18 |
| OH | RA | APPROVED | 2023-03-22 |
| TX | RA | APPROVED | 2023-03-09 |
| FL | RA | APPROVED | 2023-03-02 |
| MI | RA | APPROVED | 2022-03-09 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
728 Pleasant St. #4, St Joseph, MI 49085 • United States
206 Court St. Ste A, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolf Advisory Services | St. Joseph | MI | 10/2018 | Present |
| Hartwell & Wolf | St. Joseph | MI | 08/2017 | 10/2018 |
| St. Joseph High School | St. Joseph | MI | 08/2012 | 06/2017 |
| Unemployment | St. Joseph | MI | 06/2017 | 08/2017 |
| Usa Financial Securities | Ada | MI | 03/2022 | Present |
1) Wolf Advisory Services LLC, DBA Wolf Financial Advisory - 206 Court St. Saint Joseph, MI 49085 . Start date 01/19/2023. Insurance Agent. Assist in the sale of property and casualty, health and life insurance, including fixed and variable annuities. Investment related. 24 hours per month devoted to business. 24 hours per month devoted during securities trading hours. 2) Wolf Financial Advisory - 206 Court St. Saint Joseph, MI 49085. Start date 03/09/2022. Financial Advisor and Tax Preparation. Assist advisor Robert Wolf with the servicing of his clients during his meetings by taking notes and following up with his clients for any additional questions that they may have. Additional, I prepare and submit income taxes for clients. Investment Related. 160 hours per month devoted to business. 24 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
Reach out to this advisor