Kiersten Crum
Investment adviser representative at USA Financial Securities LLC
12 yearsExperience
1 stateRegistered in
$296.5MFirm assets
19 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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- USA Financial Securities LLCAug 2024 to now
- Srg Financial AdvisorsAug 2023 to now
- Self Employment - Stonk QueenDec 2019 to Aug 2023
- University of KansasAug 2018 to Dec 2022
- Blue Valley West High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7796481
- Firm CRD
- 103857