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).
-
Total Assets Under Management9,326MILLION
-
Total Number of Accounts43,221ACCOUNTS
-
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)
![](/img/ws/firm-ria-sec-logo.png)
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
Amy Grunden (CRD# 4627380) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 21 years of experience in the finance industry.
Christine Halchak (CRD# 4140929) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Clearwater, FL and has over 17 years of experience in the finance industry.
Mark Hall (CRD# 1696252) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Paradise Valley, AZ and has over 36 years of experience in the finance industry.
Daniel Hancock (CRD# 6060219) 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.
Charles Harrison (CRD# 6329653) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Roseville, CA and has over 9 years of experience in the finance industry.
Nathan Harro (CRD# 5684312) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Dave Hauer (CRD# 4018434) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 20 years of experience in the finance industry.
Christine Heine (CRD# 5402320) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minnetonka, MN and has over 15 years of experience in the finance industry.
Eric Hemingway (CRD# 2945792) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minnetonka, MN and has over 24 years of experience in the finance industry.
Richard Hemingway (CRD# 821652) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minnetonka, MN and has over 37 years of experience in the finance industry.