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 $2,377,276,830 in 13,769 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,377
    MILLION
  • Total Number of Accounts
    13,769
    ACCOUNTS
  • Average Account Value
    $172,654
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

Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Showing 1 - 10 of 248 top financial advisors.
1
Steven L. Barry
CRD#: 4010639
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
96
Wealthminder
score

Steven Barry (CRD# 4010639) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 17 years of experience in the finance industry. Steven Barry 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.

2
Abe W. Bochner
CRD#: 1882472
4545 E. Shea Blvd., #125, Phoenix, AZ 85028
96
Wealthminder
score

Abe Bochner (CRD# 1882472) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Phoenix, AZ and has over 29 years of experience in the finance industry. Abe Bochner 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
Van G. Booth
CRD#: 26011
Factoryville, PA
96
Wealthminder
score

Van Booth (CRD# 26011) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Factoryville, PA and has over 34 years of experience in the finance industry. Van Booth 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.

4
Eric Bowdler
CRD#: 5894290
1599 E Orangewood Ave, Phoenix, AZ 85020
96
Wealthminder
score

Eric Bowdler (CRD# 5894290) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Phoenix, AZ and has over 5 years of experience in the finance industry. Eric Bowdler 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
Rayburn E. Brooks
CRD#: 4521666
14018 N. Western Avenue, Edmond, OK 73013
96
Wealthminder
score

Rayburn Brooks (CRD# 4521666) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Edmond, OK and has over 15 years of experience in the finance industry. Rayburn Brooks 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.

6
Alexander L. Bush
CRD#: 5415520
6-10th Avenue North, Hopkins, MN 55343
96
Wealthminder
score

Alexander Bush (CRD# 5415520) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hopkins, MN and has over 9 years of experience in the finance industry. Alexander Bush 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
Daniel F. Casey
CRD#: 3244019
890 Hampshire Rd, Ste W, Westlake Village, CA 91361
96
Wealthminder
score

Daniel Casey (CRD# 3244019) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Westlake Village, CA and has over 18 years of experience in the finance industry. Daniel Casey 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
Nancy J. Chapin
CRD#: 5988082
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ 85258
96
Wealthminder
score

Nancy Chapin (CRD# 5988082) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 5 years of experience in the finance industry. Nancy Chapin 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.

9
Barbara J. Chown
CRD#: 2266737
141 Stony Circle #245, Santa Rosa, CA 95401
96
Wealthminder
score

Barbara Chown (CRD# 2266737) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Santa Rosa, CA and has over 25 years of experience in the finance industry. Barbara Chown 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.

10
Michael D. Cohler
CRD#: 1128501
100-h Centre Boulevard, Marlton, NJ 08053
96
Wealthminder
score

Michael Cohler (CRD# 1128501) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Marlton, NJ and has over 34 years of experience in the finance industry.

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