Jim Edward Baadshaug
Investment adviser representative at USA Financial Securities LLC
15 yearsExperience
8 statesRegistered in
$296.5MFirm assets
19 yearsFirm in business
Are you Jim Edward Baadshaug? Claim your profile
Contact this firm
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
15 years in the industry.
- Everest Retirement PlannersJan 2018 to now
- USA Financial Securities LLCDec 2016 to now
- Bfsgroup, IncJan 2011 to now
- The Financial Awareness FoundationJan 2016 to Apr 2018
- United Planners' Financial ServicesMar 2014 to Dec 2016
- American Prosperity GroupFeb 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 8 states (DE, FL, GA, NC, NJ, PA, SC, TX).
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
- 4759227
- Firm CRD
- 103857