USA FINANCIAL FORMULAS LLC of ADA, MI is an SEC-registered investment adviser (CRD 139987). Regulatory assets under management: $534.4M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Michael David Walters | CEO/MANAGER | — |
| Brent David Enders | PRESIDENT/MANAGER | — |
| William Clayton Bachert | CHIEF FINANCIAL OFFICER / MANAGER | — |
| Mark Robert Mersman | CHIEF MARKETING OFFICER | — |
| James Carroll Mcconnell | CHIEF OPERATIONS OFFICER | — |
| Dawn M Thomason | CHIEF COMPLIANCE OFFICER | — |
| ENDERS BRENT DAVID | PRESIDENT; PRESIDENT/MANAGER; PRESIDENT/MANAGER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WALTERS MICHAEL DAVID | CEO; CEO/MANAGER; TRUSTEE | — |
| WALTERS GARY GLEN | DIRECTOR; DIRECTOR/MANAGER; TRUSTEE | — |
| BACHERT WILLIAM CLAYTON | CHIEF FINANCIAL OFFICER / MANAGER | — |
| MCGREW ANDREA DENISE STEWART | CHIEF COMPLIANCE OFFICER/MANAGER | — |
| MCGREW MATTHEW LEE | CHIEF OPERATIONS OFFICER/MANAGER | — |
| STEWART ANDREA DENISE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGER | — |
| MERSMAN MARK ROBERT | CHIEF MARKETING OFFICER | — |
| LONG JUSTIN WADE | CHIEF SALES OFFICER | — |
| EILERS MATTHEW H | CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| MCCONNELL JAMES CARROLL | CHIEF OPERATIONS OFFICER | — |
| THOMASON DAWN M | CHIEF COMPLIANCE OFFICER | — |