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
Dirk Degroot (CRD# 2449196) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Klamath Falls, OR and has over 30 years of experience in the finance industry.
Perry Diede (CRD# 1977719) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 34 years of experience in the finance industry.
Catherine Doney (CRD# 4816854) 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.
Raymond Duenas (CRD# 3183730) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Winter Garden, FL and has over 24 years of experience in the finance industry.
Stephanie Duhrkopf (CRD# 5637078) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sumner, IA and has over 11 years of experience in the finance industry.
Steven Duker (CRD# 1971619) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Coral Springs, FL and has over 24 years of experience in the finance industry.
Douglas Dulac (CRD# 1411702) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Carmel, ME and has over 24 years of experience in the finance industry.
David Edgerton (CRD# 75549) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Galena, OH and has over 38 years of experience in the finance industry.
Deborah Eggleston (CRD# 2369973) 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.
Jarred Elwell (CRD# 6304025) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Norman, OK and has over 6 years of experience in the finance industry.