Nicholas
Wages

Usa Financial Securities Corporation

CRD#7671855
Investment Advisor
in Lees Summit, MO

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About this Advisor

Nicholas Wages is a financial advisor based in Lees Summit, Missouri, working with Usa Financial Securities Corporation. Nicholas has previously held positions at Srg Financial Advisors, Arvest Bank, Pulaski/Busey/Mb Financial (Mergers), and North American Savings Bank. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Alaska, California, Kansas, Missouri, and Texas. Currently, Nicholas is part of Usa Financial Securities Corporation, which operates out of Lees Summit, Missouri. The firm has 126 offices and 166 employees. The firm manages assets totaling $268.7 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 selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Ne Missouri Road Suite 200
Lees Summit, MO 64086

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

MO Average: $943,424,332
Total Number of Employees

166

MO Average: 21
Total Number of Accounts

1,395

MO Average: 1,586
Average Account Size

$192,610

MO Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicholas Wages Work History

2022 - Present (2 years)

Srg Financial Advisors

2018 - 2022 (4 years)

Arvest Bank

2016 - 2018 (2 years)

Pulaski/Busey/Mb Financial (Mergers)

2010 - 2016 (6 years)

North American Savings Bank

Disclosures

Please visit the SEC profile of Nicholas Wages 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 Usa Financial Securities Corporation

Russell Sutton
Erie, PA
Jason Towles
Raleigh, NC
Tyler Bannister
Ada, MI
Andrew Coplin
Ada, MI
Andrew Kayla
Ada, MI
Kyle Beals
Raleigh, NC
Susan Green
Tustin, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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