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
James Kalinowski (CRD# 2843966) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Schulenburg, TX and has over 27 years of experience in the finance industry.
Franklin Karasick (CRD# 2379007) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Ventnor City, NJ and has over 30 years of experience in the finance industry.
Peter Keating (CRD# 3012512) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Columbia, MD and has over 26 years of experience in the finance industry.
Christopher Kelly (CRD# 6186176) 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.
Stuart Kesselhaut (CRD# 2256625) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Carlsbad, CA and has over 31 years of experience in the finance industry.
Sledge Killion (CRD# 269405) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Dallas, TX and has over 39 years of experience in the finance industry.
Ann Kilmer (CRD# 3178525) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in San Antonio, TX and has over 25 years of experience in the finance industry.
Christopher Kilmer (CRD# 5907307) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Dripping Springs, TX and has over 12 years of experience in the finance industry.
Richard Kilmer (CRD# 1253532) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Dripping Springs, TX and has over 40 years of experience in the finance industry.
Kamron Kimball (CRD# 4818836) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sangerville, ME and has over 18 years of experience in the finance industry.