Brian Kunkel
Investment adviser representative at USA Financial Securities LLC
14 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
14 years in the industry.
- USA Financial Securities LLCJan 2026 to now
- American Financial Marketing (dba Truchoice Financial)Jul 2012 to now
- The Leaders Group, Inc.Jul 2019 to Dec 2025
- Capital Asset Advisory ServicesApr 2018 to Dec 2021
- Questar Asset ManagementApr 2015 to Apr 2018
- Questar Capital CorporationOct 2013 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 3041641
- Firm CRD
- 103857