Gordon Ulen, financial advisor Scottsdale AZ
93 score

Gordon Ulen

CRD Number: 4528609
Current Firm: United Planners' Financial Services Of America A Limited Partner

Gordon Ulen (CRD# 4528609) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Gordon Ulen Humorist W Peabody, MA Oct 2011 - Current 5
Sargent House Museum Gloucester, MA Oct 2010 - Current 6
North Shore Innoventures, Inc. Beverly, MA Oct 2008 - Current 8
United Planners' Financial Services Scottsdale, AZ Nov 2007 - Current 9
Retirement Financial Center Danvers, MA Nov 2007 - Current 9
North Shore Tech Council, Inc. Beverly, MA Jul 2007 - Current 9
Green & Green, LLC Norwood, MA Jan 2007 - Current 9
Balk Talk Toastmasters Peabody, MA Jul 2006 - Current 10
Gordon Ulen, Cpa / Notary Haverhill, MA Jan 2001 - Current 15
Gordon Ulen Independent Insurance Agent Boxford, MA May 2000 - Current 16
Prudential North Shore Real Estate Topsfield, MA Jan 2005 - Jan 2008 3
Investors Capital Corporation Lynnfield, MA Mar 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Gordon W. Ulen
Phone Number: 480-991-0225
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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