Unclaimed Profile

Nancy Lea Koestler

USADVISORS WEALTH MANAGEMENT, LLC·EDEN PRAIRIE, Minnesota

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record9 years registeredUSADVISORS 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 · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USADVISORS WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

Feb 2017 – Jul 2025

EDINA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · February 15, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USADVISORS WEALTH MANAGEMENT, LLC

CRD 158108 · SEC 801-77961

AUM

$425M

Regulatory assets under management

Employees

2,138 client accounts

Services offered by USADVISORS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at USADVISORS WEALTH MANAGEMENT, LLC →

Introduction

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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.

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, last registered with USADVISORS WEALTH MANAGEMENT, LLC.

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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