Mikael
Hallstrom

Usadvisors Wealth Management, LLC

CRD#5441948
Investment Advisor
in Oakton, VA

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About this Advisor

Mikael Hallstrom is a financial advisor working out of Oakton, Virginia, with a total of 8 years of industry experience. Hallstrom is currently employed by Usadvisors Wealth Management, LLC. Over the course of their career, Hallstrom has held roles at Larson Financial Group, LLC, Larson Financial Securities, LLC, Securities America Inc, Lpl Financial, Investors Financial Group and Usadvisors Wealth Management, LLC. Hallstrom holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in District Of Columbia and Virginia. Usadvisors Wealth Management, LLC is a registered investment firm that has its headquarters in Eden Prairie, MN. It has offices in 11 locations and a total of 19 financial advisors. It handles $361 million in total assets between its 2,132 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,132 customer accounts, just 7% are held by high-net-worth investors who have at least $1 million in investable assets. Usadvisors Wealth Management, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Usadvisors Wealth Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10461 White Granite Dr Ste 300
Oakton, VA 22124

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Usadvisors Wealth Management, LLC Brokerage Details

Total Assets Under Management

$360,890,583

VA Average: $5,289,111,388
Total Number of Employees

19

VA Average: 157
Total Number of Accounts

2,132

VA Average: 8,262
Average Account Size

$169,273

VA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Mikael Hallstrom Work History

Mikael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Securities America Inc

2015 - Present (9 years)

Usadvisors Wealth Management, LLC

2014 - 2014 (< 1 year)

Securities America Inc

2014 - 2015 (1 year)

Lpl Financial

2014 - 2015 (1 year)

Investors Financial Group

2012 - 2014 (2 years)

Larson Financial Group, LLC

2012 - 2014 (2 years)

Larson Financial Securities, LLC

*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 Mikael Hallstrom 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

Josephine Bojang
Eden Prairie, MN
Andrew Beilke
Eden Prairie, MN
Mikael Hallstrom
Oakton, VA
Nancy Mccarrell
Inver Grove Heights, MN
Momodou Bojang
Poolesville, MD
William Metcalf
Warrenville, IL
Whitney Emanuel
Eden Prairie, MN
Craig Binsfield
Eden Prairie, MN

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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