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
Donald Vieth (CRD# 5100754) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Eldon, MO and has over 18 years of experience in the finance industry.
Sergio Villa (CRD# 5015598) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Barbara, CA and has over 18 years of experience in the finance industry.
Wallace Voege (CRD# 455229) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Clearwater, FL and has over 42 years of experience in the finance industry.
Mark Vroman (CRD# 4475388) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Corey Walter (CRD# 5133265) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Thane Walton (CRD# 2321023) 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.
Richard Wible (CRD# 3185799) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Donald Wilson (CRD# 1677337) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 37 years of experience in the finance industry.
Matthew Wilson (CRD# 5378774) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 16 years of experience in the finance industry.
Edwin Woolley (CRD# 4143172) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Twin Falls, ID and has over 24 years of experience in the finance industry.