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W. jillian Link

Usadvisors Wealth Management, LLC

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About W. jillian Link

W. Jillian Link has been providing financial services for over 23 years. W. Jillian Link is an Investment Adviser Representative at Usadvisors Wealth Management, LLC. W. Jillian Link currently holds licenses in 37 states. W. Jillian Link also worked at Securities America, Inc., Financial Network Investment Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. W. Jillian Link also has experience in insurance, property management, and beer brewing.

Firm Information

W. jillian Link 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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W. jillian Link’s Registration & Firm History

MN

09/13/2017 - Present

Usadvisors Wealth Management, LLC (EDEN PRAIRIE MN)

MN

07/31/2009 - 06/14/2024

SECURITIES AMERICA, INC. (EDEN PRAIRIE MN)

MN

12/20/2002 - 07/31/2009

FINANCIAL NETWORK INVESTMENT CORPORATION (STORDEN MN)

MN

06/09/2000 - 12/10/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/09/2000 - 12/10/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for W. jillian Link.
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