USA Financial Securities LLC

Overview

USA Financial Securities LLC is a Broker Dealer and registered investment adviser based in Ada, MI, registered since 2000. It reports $297M in assets under management across 1,529 accounts, with 172 employees. Its 177 registered representatives work across 73 branch offices in 31 states.

Reported AUM

$297M

Discretionary

69%

Accounts

1,529

Average account

$194K

Employees

172

Registered reps

177

Branch offices

73

Registered since

2000

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Insurance
• Investment Advisory Services
• Mutual Fund/Retailer
• Mutual Funds
• Other
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 3 of 6

• Michael David Walters Chairperson of the Board, Chief Executive Officer, Director CRD 2580592
• Brent David Enders President, Director, Trustee CRD 2858719
• William Clayton Bachert Chief Financial Officer, Financial and Operations Principal, Municipal Securities Principal CRD 4576698

3 more executive officers, with direct contact details

Registered reps 3 of 177

• Steven Lowell Ackerman Registered Rep CRD 2744836
• Michael J Alexander Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4374007
• Bernard Michael Avon Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6677930

174 more registered reps, with emails, phones and branch locations

Location

Headquarters

6020 Fulton St E
Ada, MI 49301

County

Kent

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Branch offices

73 in 31 states, including Birmingham, AL, Springfield, MO and Avon Lake, OH

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 51 jurisdictions
• Website: usafinancial.com

Every state, with registration dates

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