United Planners' Financial Services Of America A Limited Partner
United Planners' Financial Services Of America A Limited Partner (CRD# 20804) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $9,326,336,708 in 43,221 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management9,326MILLION
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jens Albiez (CRD# 5583913) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 15 years of experience in the finance industry.
Marta Amaton (CRD# 4063282) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 24 years of experience in the finance industry.
David Arnold (CRD# 5181401) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Gaithersburg, MD and has over 17 years of experience in the finance industry.
William Artmann (CRD# 1420468) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 38 years of experience in the finance industry.
Ron Ashley (CRD# 1175351) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 40 years of experience in the finance industry.
David Backal (CRD# 2431183) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cherry Hill, NJ and has over 27 years of experience in the finance industry.
Angela Baggett (CRD# 5337043) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Eau Claire, WI and has over 16 years of experience in the finance industry.
Kevin Baird (CRD# 2087678) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 33 years of experience in the finance industry.
Philipp Ballmaier (CRD# 6180414) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 10 years of experience in the finance industry.
William Barber (CRD# 6927156) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chillicothe, OH and has over 6 years of experience in the finance industry.