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 $3,208,010,125 in 20,657 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,208
    MILLION
  • Total Number of Accounts
    20,657
    ACCOUNTS
  • Average Account Value
    $155,299
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 221 top financial advisors.
1
Robert P. Aamodt
CRD#: 3037835
Scottsdale, AZ 85258

Robert Aamodt (CRD# 3037835) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 21 years of experience in the finance industry. Robert Aamodt 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
Jens M. Albiez
CRD#: 5583913
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 11 years of experience in the finance industry.

3
Marta E. Amaton
CRD#: 4063282
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 19 years of experience in the finance industry.

4
Ron C. Ashley
CRD#: 1175351
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 36 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.

5
David C. Backal
CRD#: 2431183
Marlton, NJ 08053

David Backal (CRD# 2431183) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Marlton, NJ and has over 23 years of experience in the finance industry.

6
Kevin G. Baird
CRD#: 2087678
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 29 years of experience in the finance industry.

7
William B. Barber
CRD#: 6927156
Chillicothe, OH 45601

William Barber (CRD# 6927156) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Chillicothe, OH and has 1 year of experience in the finance industry.

8
Joseph C. Barreiro
CRD#: 2438140
Scottsdale, AZ 85258

Joseph Barreiro (CRD# 2438140) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 25 years of experience in the finance industry.

9
Steven L. Barry
CRD#: 4010639
Scottsdale, AZ 85258

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 19 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.

10
Jordan B. Bathen
CRD#: 5000358
Independence, IA 50644

Jordan Bathen (CRD# 5000358) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 5 years of experience in the finance industry.

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