John Nilmeier
CRD Number: 4868549Current Firm: United Planners' Financial Services Of America A Limited Partner
John Nilmeier (CRD# 4868549) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fresno, CA and has over 19 years of experience in the finance industry. John Nilmeier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Nilmeier (residential Rental) | Fresno, CA | Sep 2016 - Current | 7 |
| Naifa Ca | Sacramento, CA | Jul 2014 - Current | 9 |
| United Planners Financial Services | Scottsdale, AZ | Mar 2010 - Current | 14 |
| Rice Brown Financial Services | Colorado Springs, CO | Jan 2008 - Current | 16 |
| Nilmeier Insurance Services Inc. | Fresno, CA | Aug 2005 - Current | 18 |
| The Professional Connection | Fresno, CA | Jun 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- CA
- TX
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Total Assets Under Management9,326MILLIONS
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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
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