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Jeffrey Charles Welp

USA Financial Securities LLC

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About Jeffrey Charles Welp

Jeffrey Charles Welp is a financial advisor with over 20 years of experience in the industry. Jeffrey has been registered with USA Financial Securities LLC since 2014 and previously worked for USA FINANCIAL SECURITIES CORPORATION. Before that, Jeffrey worked for INTERSECURITIES, INC. in ST. PETERSBURG, FL. Jeffrey holds the Series 6, 7 and 63 licenses as well as the SIE. Jeffrey currently provides services for individuals and businesses. Jeffrey and USA Financial Securities LLC are committed to providing clients with sound financial advice and guidance.

Firm Information

Jeffrey Welp is currently registered with USA Financial Securities LLC. USA Financial Securities LLC is an Approved Limited Liability Company formed on July 3, 2024. Based in ADA, MI, USA, they provide financial planning and portfolio management services for individuals, high-net-worth individuals, and corporations. The firm is registered with the SEC and in all 51 states and has over 160 licensed agents, investment advisor representatives, and registered representatives. With a total of 1,395 accounts under management, they oversee $268,691,644 in regulatory assets.
USA Financial Securities LLC

6020 EAST FULTON STREET

ADA, MI 49301

$268.69M

Assets Under Management

265

Total Clients

139

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Welp’s Registration & Firm History

MN

06/24/2014 - Present

USA Financial Securities LLC (NORTH MANKATO MN)

MN

05/01/2003 - 07/30/2012

USA FINANCIAL SECURITIES CORPORATION (NORTH MANKATO MN)

FL

05/29/1997 - 05/06/2003

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 01/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/27/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Charles Welp.
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