Shawn
Cook
Usadvisors Wealth Management, LLC
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About this Advisor
Shawn Cook is a financial advisor based in Winfield, Illinois who has 4 years of industry experience. Cook is an employee of Usadvisors Wealth Management, LLC. During their career, the advisor has held roles at Raymond James Financial Services, Inc, Southeastern University, Sage Private Wealth Group, Raymond James Financial Services Advisors Inc, Acceleration At The Yard, Sage Private Wealth Group, LLC, Questar Capital Corporation, Questar Asset Management, Securities America, Inc and Usadvisors Wealth Management, LLC. Cook maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois and Texas. Usadvisors Wealth Management, LLC is a financial advisory firm that has its headquarters in Eden Prairie, MN. The firm has offices in 11 locations and a total of 19 financial advisors. It manages $361 million in total assets among its 2,132 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,132 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Usadvisors Wealth Management, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically vary depending on which services the firm provides the client. However, fees billed by Usadvisors Wealth Management, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usadvisors Wealth Management, LLC Brokerage Details
$360,890,583
19
2,132
$169,273
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Shawn Cook Work History
Shawn has been registered as a financial advisor for 4 years.*
Securities America, Inc
Usadvisors Wealth Management, LLC
Questar Capital Corporation
Questar Asset Management
Raymond James Financial Services Advisors Inc
Acceleration At The Yard
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Sage Private Wealth Group
Sage Private Wealth Group, LLC
Southeastern University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Usadvisors Wealth Management, LLC
Eden Prairie, MN
Oakton, VA
Eden Prairie, MN
Inver Grove Heights, MN
Poolesville, MD
Eden Prairie, MN
Eden Prairie, MN
Warrenville, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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