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
Eric Nichols (CRD# 1053259) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Milford, MI and has over 38 years of experience in the finance industry.
Jared Nichols (CRD# 2994263) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Millville, UT and has over 26 years of experience in the finance industry.
John Nilmeier (CRD# 4868549) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fresno, CA and has over 19 years of experience in the finance industry.
Richard Nilmeier (CRD# 348295) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fresno, CA and has 1 year of experience in the finance industry.
James Nuanez (CRD# 1752192) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 27 years of experience in the finance industry.
Jarrod Nunn (CRD# 4428564) 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.
Scott O'keeffe (CRD# 2624698) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 29 years of experience in the finance industry.
Michael O'malley (CRD# 4654669) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Kenneth Oliverio (CRD# 2957427) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Teresa Palmer (CRD# 1455601) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Willow Park, TX and has over 36 years of experience in the finance industry.