Brittney Deese, financial advisor Scottsdale AZ

Brittney Deese

CRD Number: 6209536
Current Firm: United Planners' Financial Services Of America A Limited Partner

Brittney Deese (CRD# 6209536) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners Scottsdale, AZ Mar 2023 - Current 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Oct 2020 - Mar 2023 2
M Scott Henegar Greensboro, NC Sep 2020 - Mar 2023 2
Northwestern Mutual Investment Services LLC Greensboro, NC Sep 2020 - Mar 2023 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2020 - Aug 2020 < 1
Samuel Crump Greensboro, NC Oct 2019 - Aug 2020 < 1
Northwestern Mutual Investment Services LLC Greensboro, NC Oct 2019 - Aug 2020 < 1
Samuel Crump Greensboro, NC Sep 2019 - Oct 2019 < 1
Tpg Consulting Greensboro, NC Jan 2019 - Sep 2019 < 1
Pilot Financial Greensboro, NC Jul 2017 - Jan 2019 1
Unemployed Asheboro, NC Feb 2017 - Jun 2017 < 1
First Summit Financial Sanford, FL Feb 2014 - Jan 2017 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Brittney B. Deese
Phone Number: 480-991-0225
Registered State(s):
  • AZ
  • NC
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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