DS
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
67 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B
Fee Structure
Fees for investment services are negotiable and can be a flat dollar fee or a percentage of assets. USI Advisors may calculate and deduct fees directly from client accounts or bill separately. Clients can terminate the agreement with 30 days' written notice. Some scenarios involve the implementation of a minimum fee/charge, which will be specified in the Investment Advisory Agreement.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
8000 Norman Center Drive, Suite 400, Bloomington, MN, 55437
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Usi Advisors
February 2025 - Present · 11 mos
Previous Registrations
Principal Funds Distributor, INC.Broker
January 2024 - June 2024 · 5 mos
Principal Securities, INC. Broker
August 2020 - June 2024 · 3 yrs 10 mos
Wells Fargo Brokerage Services, L.L.C.Broker
September 2001 - August 2008 · 6 yrs 11 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.