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Shawn Patrick Cook

Investment adviser representative at Usadvisors Wealth Management, LLC
12 yearsExperience
2 statesRegistered 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

12 years in the industry.

  1. Osaic Wealth, Inc.Jun 2024 to now
  2. Usadvisors Wealth Management, LLCFeb 2019 to now
  3. Securities America, Inc.Feb 2019 to Jun 2024
  4. Questar Asset ManagementNov 2017 to Feb 2019
  5. Questar Capital CorporationNov 2017 to Feb 2019
  6. Acceleration At the YardApr 2015 to Nov 2017
  7. Raymond James Financial Services Advisors Inc.Jan 2015 to Nov 2017
  8. Raymond James Financial Services, IncAug 2014 to Nov 2017
  9. Sage Private Wealth Group, LLC.May 2014 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

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
6330153
Firm CRD
158108
Advisor's SEC record (opens in a new tab)
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