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 $1,805,607,716 in 9,587 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,806
    MILLION
  • 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
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 238 top financial advisors.
1
Cynthia Pellegrino
CRD#: 4257163
75 Gilcreast Rd., Londonderry, NH 03053
106
Wealthminder
score

Cynthia Pellegrino (CRD# 4257163) is an Investment Advisor Representative working at Symmetry Wealth Management LLC in Londonderry, NH and has over 15 years of experience in the finance industry. Cynthia Pellegrino 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
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 16 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.

3
Abe W. Bochner
CRD#: 1882472
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
96
Wealthminder
score

Abe Bochner (CRD# 1882472) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 28 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.

4
Van G. Booth
CRD#: 26011
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
96
Wealthminder
score

Van Booth (CRD# 26011) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 32 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.

5
Charles T. Borden
CRD#: 2130617
901 Rt 23 South, 2nd Floor, Pompton Plains, NJ 07444
96
Wealthminder
score

Charles Borden (CRD# 2130617) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Pompton Plains, NJ and has over 25 years of experience in the finance industry. Charles Borden 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
Casey S. Calder
CRD#: 1061404
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
96
Wealthminder
score

Casey Calder (CRD# 1061404) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 26 years of experience in the finance industry.

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 17 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
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 33 years of experience in the finance industry.

9
Suzanne T. Donaldson
CRD#: 4476797
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
96
Wealthminder
score

Suzanne Donaldson (CRD# 4476797) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 14 years of experience in the finance industry. Suzanne Donaldson 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
Joseph M. Feichtel
CRD#: 2279820
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
96
Wealthminder
score

Joseph Feichtel (CRD# 2279820) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 24 years of experience in the finance industry. Joseph Feichtel 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.

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