Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thaddeus? Claim Your ProfileThaddeus Timothy Braun is a financial advisor with over 24 years of experience in the industry. Thaddeus is a registered representative of USA Financial Securities LLC and has been with the firm since February 2023. Thaddeus has a Series 7, Series 66, Series 24, and SIE licenses and is registered in Michigan. Before working for USA Financial, Thaddeus worked for Fifth Third Securities, Inc. and Old Kent Financial Advisors. Thaddeus specializes in financial planning, portfolio management for individuals, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
09/18/2023 - Present
USA Financial Securities LLC (ADA MI)
MI
05/02/2001 - 08/07/2017
FIFTH THIRD SECURITIES, INC. (BIG RAPIDS MI)
MI
07/10/1998 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
MI
12/09/1996 - 07/07/1998
FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)
BC
Issued 02/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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