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Kevin Lee Kloeckl

USA Financial Securities LLC

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About Kevin Lee Kloeckl

Kevin Kloeckl is a financial advisor with USA Financial Securities LLC and has been in the financial industry for over 20 years. Kevin is licensed to offer securities and investment advice in Minnesota, Arizona, Florida, Indiana, and South Dakota. Kevin has a proven track record of helping individuals and businesses achieve their financial goals. Kevin specializes in investment planning, retirement planning and financial planning. Prior to joining USA Financial Securities LLC, Kevin was a financial advisor with VOYA FINANCIAL ADVISORS, INC. and FINANCIAL NETWORK INVESTMENT CORPORATION. Kevin holds a Series 7, Series 63, and SIE license and is a member of FINRA.

Firm Information

Kevin Kloeckl 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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Kevin Kloeckl’s Registration & Firm History

MN

07/16/2018 - Present

USA Financial Securities LLC (Little Falls MN)

MN

10/18/2007 - 07/16/2018

VOYA FINANCIAL ADVISORS, INC. (LITTLE FALLS MN)

MN

02/20/2001 - 10/22/2007

FINANCIAL NETWORK INVESTMENT CORPORATION (LITTLE FALLS MN)

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Licenses & Designations

BC

Issued 03/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Lee Kloeckl.
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