Thaddeus Timothy Braun
Investment adviser representative at USA Financial Securities LLC
25 yearsExperience
1 stateRegistered 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
25 years in the industry.
- USA Financial Securities LLCSep 2023 to now
- USA FinancialFeb 2023 to now
- IqeqJun 2022 to Feb 2023
- Formulafolio Investments, LLCAug 2017 to Jun 2022
- Retirement Wealth Advisors, Inc.Aug 2017 to Jun 2022
- Brookstone Capital Management/retirement Wealth AdvisorsFeb 2017 to Jun 2022
- Fifth Third Securities, Inc.May 2001 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 2624076
- Firm CRD
- 103857