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
Zhannetta Thompson (CRD# 5914013) 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.
Jenna Thornton (CRD# 4582260) 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.
Steven Timbal (CRD# 5431474) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Aliso Viejo, CA and has over 16 years of experience in the finance industry.
James Toddy (CRD# 2636687) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 28 years of experience in the finance industry.
Eduardo Torres (CRD# 1205846) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Knoxville, TN and has over 40 years of experience in the finance industry.
Timothy Troutman (CRD# 2779842) 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.
Matthew Troutner (CRD# 1948561) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fort Wayne, IN and has over 35 years of experience in the finance industry.
Steven Van Wyngarden (CRD# 2152228) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 32 years of experience in the finance industry.
Ann Vanengelenburg (CRD# 4191118) 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.
John Vertal (CRD# 4188072) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Avon, OH and has over 9 years of experience in the finance industry.