Mikael D. Hallstrom

USADVISORS WEALTH MANAGEMENT

OAKTON, VA 22124

Some features on this profile are disabled

CRD#: 5441948

Professional summary

Mikael Daniel Hallstrom is a registered financial advisor currently at USADVISORS WEALTH MANAGEMENT, LLC located in Oakton, Virginia and OSAIC WEALTH, INC. located in Washington, District Of Columbia.

Mikael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Mikael has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. DBA: Congressional Federal Credit Union 2. DBA: Congressional Financial Network 3. INSURANCE POSITION: Producer NATURE: Insurance - Sales/Advice - Life/Health and Annuity sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/01/2015 ADDRESS: 21574 Zuknick Ter, Ashburn VA 20147 DESCRIPTION: Insurance sales 4. US Advisors Wealth Management POSTION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes. NUMBER OF HOURS 80 SECURITIES TRADING HOURS 80 START DATE 12/31/9999 ADDRESS: 15750 Venture Lane, Eden Prairie, MN 55344 DESCRIPTION: Financial advice

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mikael Daniel Hallstrom's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 8, 2015 - Present

USADVISORS WEALTH MANAGEMENT, LLC

Office #1: 10461 White Granite Dr Ste 300, Oakton, VA 22124Office #2: 15 Independence Ave Sw Longworth House Office Building, Washington, DC 20026

RIA

CRD#: 158108

OAKTON, VA

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 101 Independence Ave Se Rm Lm634, Washington, DC 20540Office #2: 10461 White Granite Dr Ste 102, Oakton, VA 22124Office #3: 15 Independence Ave Sw Longworth House Office Building, Washington, DC 20026Office #4: 12201 Sunrise Valley Drive Ba208 Ms700, Reston, VA 20192

RIA

CRD#: 23131

Washington, DC

Past

September 18, 2015 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

OAKTON, VA

Past

November 14, 2014 - September 21, 2015

INVESTORS FINANCIAL GROUP

RIA

CRD#: 154168

PLYMOUTH, MN

Past

October 13, 2014 - October 5, 2015

LPL FINANCIAL LLC

CRD#: 6413

MINNEAPOLIS, MN

Past

September 18, 2014 - October 24, 2014

SECURITIES AMERICA, INC.

CRD#: 10205

ST LOUIS PARK, MN

Past

April 17, 2012 - August 18, 2014

LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

Minnetonka, MN

Past

March 29, 2012 - April 17, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

December 17, 2007 - April 17, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

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".

USADVISORS WEALTH MANAGEMENT, LLC

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alaska
(7/2/2025)

Arizona
(6/14/2024)

California
(6/14/2024)

Connecticut
(6/14/2024)

IAR

District of Columbia
(1/10/2020)

District of Columbia
(6/14/2024)

Florida
(6/14/2024)

Georgia
(6/14/2024)

Illinois
(6/14/2024)

Maryland
(6/14/2024)

Minnesota
(6/14/2024)

Mississippi
(6/14/2024)

New Mexico
(9/13/2024)

New York
(6/14/2024)

North Carolina
(1/16/2025)

Pennsylvania
(6/14/2024)

Texas
(6/14/2024)

Utah
(6/14/2024)

IAR

Virginia
(10/8/2015)

Virginia
(6/14/2024)

Washington
(3/5/2025)

Wisconsin
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/2/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/21/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

USADVISORS WEALTH MANAGEMENT, LLC

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)

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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

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/7/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Mikael D. Hallstrom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mikael Daniel Hallstrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA, INC.

INVESTORS FINANCIAL GROUP

LPL FINANCIAL LLC

SECURITIES AMERICA, INC.

LARSON FINANCIAL SECURITIES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

USADVISORS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2015

Series 63

Date: 11/21/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/13/2007

FINRA

Current Firm

USADVISORS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

USADVISORS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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