Affiliated Companies

If we were just an FMO or IMO, we'd be like the rest. The retirement and financial planning landscape has changed dramatically over the past three decades, and we've embraced that change. Today's consumer demands a comprehensive and integrated approach. We help our advisors deliver this through our various affiliated companies, all of which are a part of the USA Financial umbrella.

  • USA Financial Securities

    An independent broker/dealer

    USA Financial Securities is an independent broker-dealer, member FINRA/SIPC. This firm was established as a sister company to USA Financial Insurance Services in an effort to provide a more comprehensive product set to advisors with whom we are affiliated.

    USA Financial Securities was founded in the late 1990's. While performing all of the normal functions of a b/d, like compliance and business processing, USA Financial Securities seeks to break the mold of traditional broker-dealers by providing marketing strategies and practice management guidance to its representatives.

    In addition to its broker-dealer functions, USA Financial Securities is also an SEC Registered Investment Advisor. Advisors are provided with numerous money management platform options in order to better suit the needs of their diverse client base.

    USA Financial Securities is also proud to provide its affiliated advisors with a robust technology package, aptly named the Financial HQ Technology Suite . This technology solution affords advisors the ability to leverage technology to improve their own efficiencies and deliver a comprehensive service to their clients.

    SEC Registration does not imply a certain level of skill or training.

  • USA Financial Portformulas

    Formulaic Trending Money Manager

    USA Financial Portformulas is an SEC Registered Investment Advisory firm that offers Formulaic Trending Money Management solutions to its advisors and clients. This firm provides a turnkey, unemotional asset management solution with the goal of asset growth and risk management.

    USA Financial Portformulas works with investment advisor representatives of USA Financial Securities, as well as a select group of other broker-dealers and Registered Investment Advisors. This firm operates its money management services by adhering to strictly defined formulaic investment criteria.

    SEC Registration does not imply a certain level of skill or training.

  • USA Financial Plug-N-Run

    Cross-Platform Marketing & Technology Provider

    A sister company to USA Financial Insurance Services, USA Financial Plug-N-Run is the entity that provides comprehensive and proven turn-key marketing programs for financial advisors and professionals throughout the country.

    The goal of USA Financial Plug-N-Run is simple: deliver a compliant set of marketing and business building tools for independent advisors to effortlessly leverage so they are able to focus on providing top-notch service to an expanding client base.

  • USA Financial Media

    Syndicated Radio & Media Company

    As a multi-media firm, USA Financial Media is the entity responsible for the production and distribution of the national syndicated talk show named the USA Financial Radio Show. This show is heard on weekends throughout the country. The show is committed to the idea that planning is everything, and operates pursuant to its slogan — "Plan First and Invest Second."

    USA Financial Media is also involved in the production and publishing of the Plan First, Invest Second Audiobook series. This series is a comprehensive collection of audiobooks focusing on some of the most vital financial topics facing today's investor.