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
Todd Miron (CRD# 4258660) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hopkins, MN and has over 2 years of experience in the finance industry.
Michael Mitch (CRD# 5716655) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Martin Nadeau (CRD# 4172530) 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.
Jayson O'connor (CRD# 6742664) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Mount Juliet, TN and has over 4 years of experience in the finance industry.
Tyler Pellerito (CRD# 6491928) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Grandville, MI and has over 4 years of experience in the finance industry.
Marissa Quandahl (CRD# 4745109) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 4 years of experience in the finance industry.
Carlee Reed (CRD# 7101085) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 2 years of experience in the finance industry.
Jordan Rethman (CRD# 7605445) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has 1 year of experience in the finance industry.
Mark Royal (CRD# 1759335) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Newport Beach, CA and has over 33 years of experience in the finance industry.
Anthony Sce (CRD# 1127204) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 40 years of experience in the finance industry.