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).
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Total Assets Under Management9,326MILLION
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Total Number of Accounts43,221ACCOUNTS
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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
John Birney (CRD# 1321204) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Flagler Beach, FL and has over 26 years of experience in the finance industry.
Abe Bochner (CRD# 1882472) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Phoenix, AZ and has over 35 years of experience in the finance industry.
Dieter Bollmann (CRD# 4247975) 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.
Kenneth Bowers (CRD# 1510064) 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.
Linda Bradle (CRD# 2995246) 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.
Norman Bradshaw (CRD# 3041529) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 25 years of experience in the finance industry.
Michael Brahmer (CRD# 4917470) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 18 years of experience in the finance industry.
Wayne Brantley (CRD# 5369033) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 4 years of experience in the finance industry.
Rayburn Brooks (CRD# 4521666) 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.
Kenneth Brundage (CRD# 2680643) 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.