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Sonja Michelle Hall

Investment adviser representative at USA Financial Securities LLC
16 yearsExperience
2 statesRegistered in
$296.5MFirm assets
19 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. USA Financial Securities LLCNov 2017 to now
  2. You Financial ServicesFeb 2012 to now
  3. Armbruster Executive & Employee BenefitsOct 2010 to now
  4. Woodbury Financial Services, Inc.Feb 2012 to Oct 2017
  5. Dabelow Financial ServicesOct 2010 to Nov 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law1997
  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 2 states (MN, WI).

USA Financial Securities LLC

$296.5MAssets managed
1,246Clients
127Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2387997
Firm CRD
103857
Advisor's SEC record (opens in a new tab)
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