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 $9,326,336,708 in 43,221 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management9,326MILLION
-
Total Number of Accounts43,221ACCOUNTS
-
Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Mary Gies (CRD# 2865774) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Kennewick, WA and has over 27 years of experience in the finance industry.
Gary Gilbert (CRD# 2699260) 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.
Brent Gilmore (CRD# 1305381) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 35 years of experience in the finance industry.
Mary Gilmore (CRD# 5075611) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has 1 year of experience in the finance industry.
John Glenn (CRD# 1752345) 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.
Donald Goettemoeller (CRD# 4310068) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 23 years of experience in the finance industry.
Brian Gotta (CRD# 1219917) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 37 years of experience in the finance industry.
Neil Graff (CRD# 1544136) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sioux Falls, SD and has over 37 years of experience in the finance industry.
Jamey Graham (CRD# 4382537) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Dana Grimsrud (CRD# 4162583) 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.