Unclaimed Profile

Nancy Lea Koestler

USADVISORS WEALTH MANAGEMENT, LLC·EDEN PRAIRIE, Minnesota

Clean recordUSADVISORS WEALTH MANAGEMENT, LLC

15750 VENTURE LANE, EDEN PRAIRIE, MN 55344CRD# 3031555Firm CRD# 158108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nancy Lea Koestler · EDEN PRAIRIE, MN

Registration

CRD #3031555 · USADVISORS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nancy Lea Koestler is a registered financial advisor based in EDEN PRAIRIE, Minnesota, affiliated with USADVISORS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

USADVISORS WEALTH MANAGEMENT, LLC

AUM

$425M

Regulatory assets under management

Employees

Total firm employees

View all advisors at USADVISORS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3031555

Firm CRD# 158108

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Lea Koestler offer?

Nancy Lea Koestler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.

What are Nancy Lea Koestler's credentials?

Nancy Lea Koestler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nancy Lea Koestler located?

Nancy Lea Koestler is based in EDEN PRAIRIE, Minnesota, working with USADVISORS WEALTH MANAGEMENT, LLC. Their office serves clients in the EDEN PRAIRIE metropolitan area and surrounding communities.

How does Nancy Lea Koestler charge for services?

Nancy Lea Koestler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USADVISORS WEALTH MANAGEMENT, LLC?

USADVISORS WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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