Financial Advisors

Let's face it - you became an independent advisor because you value the freedom it provides and the potential financial reward of building your own practice. USAdvisors Network (USAN) understands that perspective as well. Since 1989, we have supported many independent practices and have helped them grow and thrive. As an independent firm ourselves, we understand the importance of not being beholden to a large organization or a particular vendor or product manufacturer.

We also know that it has become increasingly difficult to master all phases of the business and still cultivate and maintain effective relationships with your clients. That's where USAN comes in. We can assist you with the parts of your business that take up valuable production time, drain resources and lead to less profitability. Serving scores of advisors across the country, we have the expertise and the passion to help you reach your goals. USAN’s business-building management, compliance, marketing, strategic planning and recruiting services put you in position to better serve your clients, reduce costs and increase revenues.

With experienced, hands-on professionals throughout the country, USAdvisors Network is positioned to be a close, trusted resource for your practice. When all is said and done, it is the focused efforts of USAN professionals that will help your practice realize its full potential.

We can also assist you if you're looking to have a partial affiliation with a financial institution to increase the breadth of your practice, while still maintaining your current book of business as a separate business.

USAN serves as the complete ‘front office’ between your practice's investment program and the broker-dealer and clearing firm (back office). We strive to fill each and every service need, as well as provide the type of proactive approach that achieves superior results.

USAdvisors Network brings to your practice:

•    Initial consulting and strategic planning
•    Recruiting services to build your practice
•    A vast array of products and services (including sophisticated advisory services)
•    Access to national networking and industry events
•    Best-of-class technology
•    Practical and effective marketing
•    Compliance
•    Superior training
•    On-going support and consulting

Success Stories - Financial Advisors

  • USAdvisors Network +

    USAdvisors Network has had the honor of serving the needs of hundreds of independent investment advisors over the years. It's not easy being on your own, and we stand ready to help you in every way we can to help you build your practice.
  • SUCCESS STORY #1 - The Advisor Who Wanted to Advise Clients - Not Spend All His Time 'Marketing' Himself +

    Many advisors spend years building up a book of business, and just when it seems as though there is a core of assets big enough to effectively and profitably manage - clients leave, pass away, or just decide to exit the market. And sometimes market corrections just shrink our books for us without any warning at all. For whatever the reason, advisors are always looking for unique ways to build their book without painful cold-calling or going the expensive seminar marketing route. USAdvisors Network has a unique business proposition. Because of our extensive network of community banks, credit unions, insurance agencies, CPA firms, and other professionals, we are in a position to forge a business alliance between you and these businesses. They all want to offer more services to their customers and clients, but they need a partner to do it. USAdvisors Network can potentially structure the relationship in a way that you can continue to manage your existing book of business under your own brand at a relatively high payout, while garnering new leads and client introductions from our institutional clients! While this newly referred revenue will be paid out at more customary payout levels - it requires no significant expense outlay by you - only more potential net revenue! Of course, USAdvisors Network can also offer you proven and industry standard investment platforms through either Pershing or National Financial (using our strategic partner Securities America), as well as provide the additional technology, marketing resources, operational support, compliance, and product offerings that will allow you to develop your business as you see fit. Everything you need for your practice - plus a unique way to generate new clients.
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Perhaps a consultation with a USAdvisors Network team member is your best next step.

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Contact Information

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Headquarters:
15750 Venture Lane
Eden Prairie, MN 55344
952.829.0000

Regional Office:
Washington, DC
703.650.1015

Strategic Partners

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Guiding Principles

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