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Mikael Daniel Hallstrom

Usadvisors Wealth Management, LLC

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About Mikael Daniel Hallstrom

Mikael Daniel Hallstrom is a financial advisor registered with Usadvisors Wealth Management, LLC. Mikael has been working in the financial industry since January 15, 2008. Mikael holds Series 7 and Series 66 securities licenses, as well as a Series 63 state securities license. Mikael is registered to provide investment advice in 18 states. The advisor is associated with Usadvisors Wealth Management, LLC, based in Eden Prairie, Minnesota, which is a Registered Investment Advisor with the SEC.

Firm Information

Mikael Hallstrom is currently registered with Usadvisors Wealth Management, LLC. Usadvisors Wealth Management, LLC is a registered investment advisor based in EDEN PRAIRIE, MN. The firm manages a total of $488,134,595 in assets for 2,380 clients, including 92 high-net-worth individuals and 1,504 individuals other than high-net-worth. Usadvisors Wealth Management, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. The firm participates in wrap fee programs.
Usadvisors Wealth Management, LLC

15750 VENTURE LANE

EDEN PRAIRIE, MN 55344

$488.13M

Assets Under Management

Not reported

Total Clients

13

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Mikael Hallstrom’s Registration & Firm History

VA

10/08/2015 - Present

Usadvisors Wealth Management, LLC (OAKTON VA)

VA

09/18/2015 - 06/14/2024

SECURITIES AMERICA, INC. (OAKTON VA)

MN

10/13/2014 - 10/05/2015

LPL FINANCIAL LLC (MINNEAPOLIS MN)

MN

09/18/2014 - 10/24/2014

SECURITIES AMERICA, INC. (ST LOUIS PARK MN)

MN

04/17/2012 - 08/18/2014

LARSON FINANCIAL SECURITIES, LLC (Minnetonka MN)

MN

12/17/2007 - 04/17/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mikael Daniel Hallstrom.
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