Denise Jean Rich
Investment adviser representative at Usadvisors Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$483.3MFirm assets
13 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Usadvisors Wealth Management, LLCNov 2020 to now
- Securities America, Inc.Aug 2019 to Jun 2024
- Prestige Wealth ManagementJul 2006 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
Usadvisors Wealth Management, LLC
$483.3MAssets managed
1,901Clients
14Advisers
13 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
- 4629515
- Firm CRD
- 158108