Joel
Botz
Usadvisors Wealth Management, LLC
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About this Advisor
Joel Botz is a financial advisor based in Eden Prairie, Minnesota, working with Usadvisors Wealth Management, LLC. Joel has previously held positions at Country Financial, Ameriprise Financial Services, Inc, Securities America, Inc, Usadvisors Wealth Management, Osaic Wealth, Inc, and Sagepoint Financial, Inc. Joel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Joel is part of Usadvisors Wealth Management, LLC, which operates out of Eden Prairie, Minnesota. The firm has 11 offices and 18 employees. The firm manages assets totaling $424.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Usadvisors Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Usadvisors Wealth Management, LLC Brokerage Details
$424,868,793
18
2,138
$198,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joel Botz Work History
Osaic Wealth, Inc
Securities America, Inc
Usadvisors Wealth Management
Sagepoint Financial, Inc
Ameriprise Financial Services, Inc
Country Financial
Disclosures
Please visit the SEC profile of Joel Botz 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
Winfield, IL
Eden Prairie, MN
Inver Grove Heights, MN
Eden Prairie, MN
Eden Prairie, MN
Eden Prairie, MN
Poolesville, MD
Oakton, VA
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