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
Glenn Stears (CRD# 715308) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chicago, IL and has over 35 years of experience in the finance industry.
Scott Steineman (CRD# 6421268) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 9 years of experience in the finance industry.
Susan Stenzel (CRD# 2502546) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 30 years of experience in the finance industry.
Marilee Stephens (CRD# 2314189) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 31 years of experience in the finance industry.
Tyson Sterling (CRD# 4394748) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 23 years of experience in the finance industry.
Lee Stoerzinger (CRD# 2330940) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Oakdale, MN and has over 31 years of experience in the finance industry.
Steven Story (CRD# 2574091) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wausau, WI and has over 29 years of experience in the finance industry.
Derek Strong (CRD# 6935020) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Sean Sweeney (CRD# 6208989) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Plano, TX and has over 10 years of experience in the finance industry.
Boyd Taylor (CRD# 1854271) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 35 years of experience in the finance industry.