United Planners' Financial Services Of America A Limited Partner

United Planners' Financial Services Of America A Limited Partner (CRD# 20804) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $7,858,077,113 in 37,064 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,858
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Showing 1 - 10 of 318 top financial advisors.
1
Jens M. Albiez
CRD#: 5583913
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ 85258

Jens Albiez (CRD# 5583913) 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.

2
Joshua R. Allen
CRD#: 5074710
8415 Pulsar Place Ste 210, Columbus, OH 43240

Joshua Allen (CRD# 5074710) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Columbus, OH and has over 15 years of experience in the finance industry. Joshua Allen 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.

3
Marta E. Amaton
CRD#: 4063282
1030 Seminary St, Ste A, Napa, CA 94559

Marta Amaton (CRD# 4063282) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Napa, CA and has over 22 years of experience in the finance industry.

4
David B. Arnold
CRD#: 5181401
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ 85258

David Arnold (CRD# 5181401) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 15 years of experience in the finance industry. David Arnold 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.

5
Emily D. Arnold
CRD#: 5649098
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ 85258

Emily Arnold (CRD# 5649098) 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.

6
William C. Artmann
CRD#: 1420468
1880 Lakeland Drive, Ste B, Jackson, MS 39216

William Artmann (CRD# 1420468) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Jackson, MS and has over 36 years of experience in the finance industry. William Artmann 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.

7
Ron C. Ashley
CRD#: 1175351
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

Ron Ashley (CRD# 1175351) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 38 years of experience in the finance industry. Ron Ashley 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.

8
David C. Backal
CRD#: 2431183
425 Rt 70 West, Ste 100, Cherry Hill, NJ 08002

David Backal (CRD# 2431183) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cherry Hill, NJ and has over 25 years of experience in the finance industry.

9
Kevin G. Baird
CRD#: 2087678
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

Kevin Baird (CRD# 2087678) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 31 years of experience in the finance industry.

10
Philipp A. Ballmaier
CRD#: 6180414
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

Philipp Ballmaier (CRD# 6180414) 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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