Deon ClevelandCRD Number: 7052505
Current Firm: United Planners' Financial Services Of America A Limited Partner
Deon Cleveland (CRD# 7052505) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 3 years of experience in the finance industry.
Net Worth Advisors
United Planners' Financial Services Of America A Limited Partner
Keystone Wealth Management Inc.
|Investment Center||Independence, IA||Apr 2019 - Current||3|
|Insurance Center||Independence, IA||Apr 2019 - Current||3|
|Northwestern Mutual||Waterloo, IA||Oct 2018 - Feb 2019||< 1|
|Field Brothers Moving Company||Charles City, IA||May 2016 - Dec 2018||2|
|Student||Charles City, IA||Jan 2000 - May 2016||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management7,858MILLIONS
Total Number of Accounts37,064ACCOUNTS
Average Account Value$212,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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