Deon Cleveland, financial advisor Independence IA

Deon Cleveland

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Deon D. Cleveland
Phone Number: 480-991-0225
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    7,858
    MILLIONS
  • Total Number of Accounts
    37,064
    ACCOUNTS
  • Average Account Value
    $212,014
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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