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 $6,085,656,351 in 50,361 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,086
    MILLION
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
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
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 11 - 20 of 323 top financial advisors.
11
Steven L. Barry
CRD#: 4010639
7333 E. Doubletree Ranch Road #120, 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 23 years of experience in the finance industry.

12
James A. Bartow
CRD#: 2223486
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ 85258

James Bartow (CRD# 2223486) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 31 years of experience in the finance industry.

13
Jordan B. Bathen
CRD#: 5000358
231 First St E, 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 9 years of experience in the finance industry.

14
Christina M. Becker
CRD#: 2608554
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

Christina Becker (CRD# 2608554) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 27 years of experience in the finance industry.

15
Kevin D. Belshaw
CRD#: 5988927
11350 Mccormick Rd, Suite 907, Hunt Valley, MD 21031

Kevin Belshaw (CRD# 5988927) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hunt Valley, MD and has over 4 years of experience in the finance industry.

16
William Beran
CRD#: 6688625
9375 East Shea Blvd., Ste. 100, Scottsdale, AZ 85260

William Beran (CRD# 6688625) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 7 years of experience in the finance industry.

17
Jennifer K. Berberich
CRD#: 4654670
8535 E Hartford Dr, #108, Scottsdale, AZ 85255

Jennifer Berberich (CRD# 4654670) 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.

18
Michelle Bergmann
CRD#: 4953063
7333 E Doubletree Ranch Rd, Ste 120, Scottsdale, AZ 85258

Michelle Bergmann (CRD# 4953063) 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.

19
Philippe E. Berthoud
CRD#: 5270860
10 Liberty Street, Danvers, MA 01923

Philippe Berthoud (CRD# 5270860) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Danvers, MA and has over 16 years of experience in the finance industry.

20
Scott A. Biltz
CRD#: 1032080
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258

Scott Biltz (CRD# 1032080) 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.

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