USA Financial
Financial Services
Ada, Mi, United States
87 employees
- Employees
- 87
- Contacts
- 4
- Emails
- 4
USA Financial Overview
- Headquarters
- Ada, Mi, United States
- Phone Number
- Available in AeroLeads
- Website
- usafinancial.com
- Industry
- Financial Services
- Employees
- 87
- Founded
- 1988
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About USA Financial
USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Commenting Guidelines: http://www.usafinancial.com/investors/commenting-guidelines. At USA Financial, we believe that financial advisors and their clients shouldn’t be limited by the constraints of a single-minded financial institution. Since 1988, USA Financial has sought to reshape how advisors and investors approach financial planning and investment management. “Plan First and Invest Second™" is the foundation upon which we were built, and we instill that approach through our education, comprehensive planning, and investment innovation. Over the years, USA Financial has expanded its service offerings. This combination of subsidiaries is synergistically knitted together for the specific purpose of empowering advisors and investors. This includes: USA Financial Securities (Registered investment adviser and FINRA-registered broker-dealer), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas® (a registered investment adviser and formulaic trending money manager), USA Financial Media® (technology and multimedia marketing firm), and USA Financial Exchange (turn-key asset management/UMA platform). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and clients.
USA Financial Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
USA Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Thaddeus Braun | Compliance Manager at Usa Financial | Grand Rapids, Michigan, United States |
Email
|
| Kevin Roskam | Senior Advisory Business Consultant | Ada, Michigan, United States |
Email
|
| Sean Brower | IT Director at Usa Financial | Lowell, Michigan, United States |
Email
|
| Mark Mersman | Chief Marketing Officer | Grand Rapids, Michigan, United States |
Email
|
Employees by Management Level
Manager
10 profiles
Director
4 profiles
Individual contributor
3 profiles
Executive
2 profiles
Senior / Lead
2 profiles
VP / Head
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 3 |
| Executive | 6 | 6 | 0 |
| General | 3 | 3 | 1 |
| Sales | 2 | 2 | 1 |
USA Financial Tech Stack
Cloud / infrastructure
2 profiles
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