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
Amy Grunden (CRD# 4627380) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Huntsville, OH and has over 21 years of experience in the finance industry.
Christine Halchak (CRD# 4140929) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Clearwater, FL and has over 17 years of experience in the finance industry.
Mark Hall (CRD# 1696252) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Paradise Valley, AZ and has over 36 years of experience in the finance industry.
Daniel Hancock (CRD# 6060219) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Charles Harrison (CRD# 6329653) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Roseville, CA and has over 9 years of experience in the finance industry.
Nathan Harro (CRD# 5684312) 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.
Dave Hauer (CRD# 4018434) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 20 years of experience in the finance industry.
Christine Heine (CRD# 5402320) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minnetonka, MN and has over 15 years of experience in the finance industry.
Eric Hemingway (CRD# 2945792) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minnetonka, MN and has over 23 years of experience in the finance industry.
Richard Hemingway (CRD# 821652) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minnetonka, MN and has over 37 years of experience in the finance industry.