Unclaimed Profile

Philip Carl Simensen

USADVISORS WEALTH MANAGEMENT, LLC·EDEN PRAIRIE, Minnesota

Clean recordUSADVISORS WEALTH MANAGEMENT, LLC

15750 VENTURE LANE, EDEN PRAIRIE, MN 55344CRD# 1057008Firm CRD# 158108

Profile Verification

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

Identity

Philip Carl Simensen · EDEN PRAIRIE, MN

Registration

CRD #1057008 · USADVISORS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Philip Carl Simensen 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

Speak with Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Philip is the right fit? Take our 2-minute quiz →

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# 1057008

Firm CRD# 158108

View on FINRA BrokerCheck →

Looking for a financial advisor in EDEN PRAIRIE?

Browse all registered financial advisors in EDEN PRAIRIE, Minnesota or claim this profile if it's yours.

Browse EDEN PRAIRIE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Philip Carl Simensen offer?

Philip Carl Simensen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDEN PRAIRIE, Minnesota for a consultation.

What are Philip Carl Simensen's credentials?

Philip Carl Simensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Carl Simensen located?

Philip Carl Simensen 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 Philip Carl Simensen charge for services?

Philip Carl Simensen'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →