David Leon Stidger
Investment adviser representative at Usi Advisors
31 yearsExperience
1 stateRegistered in
$56.3BFirm assets
27 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.
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Usi AdvisorsJan 2025 to now
- Usi Consulting GroupDec 2024 to now
- UnemployedJul 2024 to Nov 2024
- Principal Funds DistributorJan 2024 to Jun 2024
- Principal Securities IncJul 2020 to Dec 2023
- Principal Life InsuranceJun 2020 to Dec 2023
- Wells Fargo Bank Minnesota, N.A.Nov 1995 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Usi Advisors
Legal name: Usi Advisors, Inc.
$56.3BAssets managed
1,353Clients
72Advisers
27 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
- 4409563
- Firm CRD
- 108113