Nancy J. Mccarrell
USADVISORS WEALTH MANAGEMENT
INVER GROVE HEIGHTS, MN 55076
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CRD#: 6334107
Professional summary
Nancy J Mccarrell, CFP®, who also goes by Nancy J Norton, is a registered financial advisor currently at USADVISORS WEALTH MANAGEMENT, LLC located in Inver Grove Heights, Minnesota and OSAIC WEALTH, INC. located in Inver Grove Heights, Minnesota.
Nancy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Nancy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy J Norton
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. US ADVISORS WEALTH MANAGRMENT POSITION: Advisor NATURE: Advisory Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2019 ADDRESS: 5774 Blackshire Path, Inver Grove Heights, MN 55076 DESCRIPTION: Advisory Services 2. WDN INC POSITION: President NATURE: S Corp company that has passive income from royaty income from mineral interests. Mineral interests are not activity traded. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: PO Box 3129, Bismarck ND 58502, United States DESCRIPTION: Passive -monitor the division orders from oil companies and royalty payments into bank account. 3. WESLEY NORTON TRUST POSITION: Passive Owner NATURE: Family Farmland INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 1000 W Century Ave, Apt. 304, Bismarck ND 58503, United States DESCRIPTION: Passive 1/3 owner of inherited farmland 4. FMJ PARTNERSHIP LLC POSITION: President NATURE: LLC that holds mineral rights receiving royalties. Passive activity. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: PO Box 3129, Bismarck ND 58502, United States DESCRIPTION: My Mom owns the rights with other family members. Coordinate general activities of working with oil companies to sign Division Orders. Rights are not actively traded.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy J Mccarrell'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®
CFP®
Start date: 2015
Experience
Current
October 14, 2019 - Present
USADVISORS WEALTH MANAGEMENT, LLC
Office #1: 5774 Blackshire Path, Inver Grove Heights, MN 55076RIA
CRD#: 158108
INVER GROVE HEIGHTS, MN
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 5774 Blackshire Path, Inver Grove Heights, MN 55076RIA
BD
CRD#: 23131
Inver Grove Heights, MN
Past
October 10, 2019 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Inver Grove Heights, MN
Past
February 5, 2015 - December 31, 2019
PRESTIGE WEALTH MANAGEMENT
RIA
CRD#: 110304
WOODBURY, MN
Past
January 8, 2015 - April 18, 2017
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAKE ELMO, 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
IAR
Minnesota(10/14/2019)
RR
Minnesota(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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
USADVISORS WEALTH MANAGEMENT, LLC
CRD#: 158108Inver Grove Heights, MN 55076TRUST BUT VERIFY
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