Stephen Alan Finn
Investment adviser representative at Usadvisors Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$483.3MFirm assets
13 yearsFirm in business
Are you Stephen Alan Finn? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Usadvisors Wealth Management, LLCMar 2025 to now
- Osaic Wealth, Inc.Mar 2025 to now
- Cetera Advisor Networks LLCAug 2023 to Mar 2025
- Cetera Investment Advisers LLCAug 2023 to Mar 2025
- Minnesota Life Insurance CompanyNov 2018 to Aug 2023
- Securian Financial Services IncNov 2018 to Aug 2023
- Cri Securities LLCNov 2018 to Oct 2021
- Gradient Securities, LLCSep 2015 to Nov 2018
Exams passed
- 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
- 6589910
- Firm CRD
- 158108