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Jim Edward Baadshaug

USA Financial Securities LLC

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About Jim Edward Baadshaug

Jim Baadshaug is an Investment Advisor Representative with USA Financial Securities LLC, based in Rockaway, NJ. Jim has been in the financial services industry since April 2004. Jim has passed the Series 6, 63, and 65 exams. Jim has experience working with individuals, corporations, and high net worth individuals. Jim specializes in providing financial planning, selection of other advisors, and portfolio management services to clients.

Firm Information

Jim Baadshaug 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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Jim Baadshaug’s Registration & Firm History

NJ

04/19/2021 - Present

USA Financial Securities LLC (Rockaway NJ)

NJ

03/06/2014 - 12/12/2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ROCKAWAY NJ)

NJ

02/14/2006 - 03/07/2014

BCG SECURITIES, INC. (ROCKAWAY NJ)

WI

04/08/2004 - 02/13/2006

SII INVESTMENTS, INC. (APPLETON WI)

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Licenses & Designations

IA

Issued 12/16/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jim Edward Baadshaug.
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