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)
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
Keith Herman (CRD# 2322605) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Kevin Higdon (CRD# 2611708) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Nashville, TN and has over 28 years of experience in the finance industry.
Fabiola Hill (CRD# 3026440) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cypress, CA and has over 24 years of experience in the finance industry.
Edward Hinds (CRD# 2062098) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Paso Robles, CA and has over 32 years of experience in the finance industry.
Cheryl Hirss (CRD# 4699084) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Bellingham, WA and has over 20 years of experience in the finance industry.
Paul Hlodnicki (CRD# 872575) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 44 years of experience in the finance industry.
Daniel Hoefferle (CRD# 5488014) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tucson, AZ and has over 13 years of experience in the finance industry.
Bradley Hoge (CRD# 5386322) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Mark Hoge (CRD# 5841345) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 13 years of experience in the finance industry.
David Huckin (CRD# 853863) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has 1 year of experience in the finance industry.