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Shawn Patrick Cook

Usadvisors Wealth Management, LLC

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About Shawn Patrick Cook

Shawn Patrick Cook is a financial advisor in Winfield, Illinois. Shawn is registered with Usadvisors Wealth Management, LLC and has been in the industry since 2014. Shawn is also registered in Texas as well as Arizona, Florida, Illinois, Kansas, Missouri, New Jersey, Ohio, Pennsylvania, Texas, and Washington. Shawn is licensed to provide investment advice and has a Series 7 and Series 66 securities license. Shawn specializes in portfolio management for individuals and businesses and also provides financial planning services.

Firm Information

Shawn Cook 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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Shawn Cook’s Registration & Firm History

IL

08/30/2019 - Present

Usadvisors Wealth Management, LLC (Winfield IL)

IL

02/14/2019 - 06/14/2024

SECURITIES AMERICA, INC. (WINFIELD IL)

IL

11/30/2017 - 02/20/2019

QUESTAR CAPITAL CORPORATION (AURORA IL)

IL

09/03/2014 - 12/04/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (PARK RIDGE IL)

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Licenses & Designations

BOTH

Issued 12/08/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Patrick Cook.
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