WL
W. Jillian Link
USADVISORS WEALTH MANAGEMENT
EDEN PRAIRIE, MN 55344
Some features on this profile are disabled
CRD#: 4149386
WL
Professional summary
W. Jillian Link, who also goes by Wendy J. Glasgow, W. Jillian Link, Wendy Jillian Link, is a registered financial advisor currently at USADVISORS WEALTH MANAGEMENT, LLC located in Eden Prairie, Minnesota and OSAIC WEALTH, INC. located in Eden Prairie, Minnesota.
W. Jillian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. W. Jillian has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wendy J. Glasgow | W. Jillian Link | Wendy Jillian Link
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
***DBA: Eagle Financial Services ***W JILLIAN LINK POSITION: insurance agent NATURE: Offer and provide insurance products to clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/03/2009 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344 DESCRIPTION: offer and provide insurance products to clients ***WESTGATE 15750 VENTURE, LLC POSITION: Owner NATURE: Property management company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Owner ***PARTNERS SENIOR ADVANTAGE POSITION: owner NATURE: Medicare sales INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Owner ***USADVISORS WEALTH MANAGEMENT, LLC POSITION: IAR NATURE: Offer, provide advisory services and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/18/2012 ADDRESS: 15750 Venture Lane, Eden Prairie MN 55344, United States DESCRIPTION: Investment advisory using model ETF portfolios ***TRUSTEE OF NATHAN D. BERGELAND TRUST POSITION: trustee NATURE: Act as trustee of my spouse's account INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2010 ADDRESS: 7012 Willow Creek Rd., Eden Prairie MN 55344, United States DESCRIPTION: Serve as trustee on my spouse's account ***BEAR CAVE BREWING POSITION: owner NATURE: Business ownership INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2022 ADDRESS: 1201 Mainstreet, Hopkins MN 55343, United States DESCRIPTION: Self serve tap system of in house beers. Serving food and with an event space.
CRS (Client Relationship Summary) - RIA
Click below to view W. Jillian Link's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 30, 2014 - Present
USADVISORS WEALTH MANAGEMENT, LLC
Office #1: 15750 Venture Ln, Eden Prairie, MN 55344RIA
CRD#: 158108
EDEN PRAIRIE, MN
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 15750 Venture Lane, Eden Prairie, MN 55344RIA
BD
CRD#: 23131
EDEN PRAIRIE, MN
Past
July 31, 2009 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
EDEN PRAIRIE, MN
Past
December 20, 2002 - July 31, 2009
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
STORDEN, MN
Past
June 9, 2000 - December 10, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 9, 2000 - December 10, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UW
USADVISORS WEALTH MANAGEMENT, LLC
ADVOCATE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | USADVISORS WEALTH MANAGEMENT, LLC | STRATEGIC VISIONARIES | SINCERE FINANCIAL | MORTON FINANCIAL SOLUTIONS | LUDEWIG FINANCIAL | ETHOS FINANCIAL | ENGLE TYLER & ASSOCIATES | BLACK TULIP | AXIOM VALUE
CRD#: 158108 / SEC#: 801-77961
RIA
Registered Investment Advisory firm - (4/24/2013 Approved)District of Columbia
Registered Investment Advisory firm - (4/24/2013 Terminated)Indiana
Registered Investment Advisory firm - (4/29/2013 Terminated)Iowa
Registered Investment Advisory firm - (4/24/2013 Terminated)Massachusetts
Registered Investment Advisory firm - (4/25/2013 Terminated)Michigan
Registered Investment Advisory firm - (5/1/2013 Terminated)Minnesota
Registered Investment Advisory firm - (4/24/2013 Terminated)North Dakota
Registered Investment Advisory firm - (4/24/2013 Terminated)Ohio
Registered Investment Advisory firm - (4/24/2013 Terminated)South Dakota
Registered Investment Advisory firm - (4/24/2013 Terminated)Tennessee
Registered Investment Advisory firm - (5/23/2013 Terminated)Texas
Registered Investment Advisory firm - (4/24/2013 Terminated)Virginia
Registered Investment Advisory firm - (4/24/2013 Terminated)Washington
Registered Investment Advisory firm - (4/30/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (4/24/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/14/2024)
RR
Arizona(6/14/2024)
RR
Arkansas(6/14/2024)
RR
California(6/14/2024)
RR
Colorado(6/14/2024)
RR
District of Columbia(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(6/14/2024)
RR
Hawaii(6/14/2024)
RR
Illinois(6/14/2024)
RR
Indiana(6/14/2024)
RR
Iowa(6/14/2024)
RR
Kansas(6/14/2024)
RR
Kentucky(6/14/2024)
RR
Maryland(6/14/2024)
RR
Massachusetts(6/14/2024)
RR
Michigan(6/14/2024)
IAR
Minnesota(1/30/2014)
RR
Minnesota(6/14/2024)
RR
Mississippi(6/14/2024)
RR
Missouri(6/14/2024)
RR
Montana(6/14/2024)
RR
Nevada(6/14/2024)
RR
New Jersey(6/14/2024)
RR
New York(6/14/2024)
RR
North Carolina(6/14/2024)
RR
North Dakota(6/14/2024)
RR
Oregon(6/14/2024)
RR
Pennsylvania(6/14/2024)
RR
Rhode Island(6/14/2024)
RR
South Dakota(6/14/2024)
RR
Tennessee(6/14/2024)
IAR
Texas(9/13/2017)
RR
Texas(6/14/2024)
RR
Utah(6/14/2024)
RR
Vermont(6/14/2024)
RR
Virginia(6/14/2024)
RR
Washington(6/14/2024)
RR
Wisconsin(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UW
USADVISORS WEALTH MANAGEMENT, LLC
ADVOCATE WEALTH MANAGEMENT | WHITNEY WEALTH GROUP | USADVISORS WEALTH MANAGEMENT, LLC | STRATEGIC VISIONARIES | SINCERE FINANCIAL | MORTON FINANCIAL SOLUTIONS | LUDEWIG FINANCIAL | ETHOS FINANCIAL | ENGLE TYLER & ASSOCIATES | BLACK TULIP | AXIOM VALUE
CRD#: 158108 / SEC#: 801-77961
RIA
Registered Investment Advisory firm - (4/24/2013 Approved)District of Columbia
Registered Investment Advisory firm - (4/24/2013 Terminated)Indiana
Registered Investment Advisory firm - (4/29/2013 Terminated)Iowa
Registered Investment Advisory firm - (4/24/2013 Terminated)Massachusetts
Registered Investment Advisory firm - (4/25/2013 Terminated)Michigan
Registered Investment Advisory firm - (5/1/2013 Terminated)Minnesota
Registered Investment Advisory firm - (4/24/2013 Terminated)North Dakota
Registered Investment Advisory firm - (4/24/2013 Terminated)Ohio
Registered Investment Advisory firm - (4/24/2013 Terminated)South Dakota
Registered Investment Advisory firm - (4/24/2013 Terminated)Tennessee
Registered Investment Advisory firm - (5/23/2013 Terminated)Texas
Registered Investment Advisory firm - (4/24/2013 Terminated)Virginia
Registered Investment Advisory firm - (4/24/2013 Terminated)Washington
Registered Investment Advisory firm - (4/30/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (4/24/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15750 Venture Lane, Eden Prairie, MN 55344
Mailing Address
Phone number
(952) 829-0000
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,380 |
| AUM (Assets Under Management) | $ 488,134,595 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
