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).

By the Numbers
  • Total Assets Under Management
    9,326
    MILLION
  • Total Number of Accounts
    43,221
    ACCOUNTS
  • Average Account Value
    $215,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Showing 1 - 10 of 324 top financial advisors.
1
Jens M. Albiez
CRD#: 5583913
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ 85258

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.

2
Marta E. Amaton
CRD#: 4063282
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

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.

3
David B. Arnold
CRD#: 5181401
1 Bank Street, Ste. 200, Gaithersburg, MD 20878

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.

4
William C. Artmann
CRD#: 1420468
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ 85258

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.

5
Ron C. Ashley
CRD#: 1175351
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

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.

6
David C. Backal
CRD#: 2431183
425 Rt 70 West, Ste 100, Cherry Hill, NJ 08002

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.

7
Kevin G. Baird
CRD#: 2087678
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

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.

8
Philipp A. Ballmaier
CRD#: 6180414
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

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.

9
William B. Barber
CRD#: 6927156
Chillicothe, OH

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 5 years of experience in the finance industry.

10
Matthew T. Barnes
CRD#: 2055693
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

Matthew Barnes (CRD# 2055693) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 34 years of experience in the finance industry.

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