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
Karlyn Etheridge (CRD# 5233299) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Eau Claire, WI and has over 16 years of experience in the finance industry.
Joseph Feichtel (CRD# 2279820) 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.
Garth Fernandez (CRD# 2783860) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Honolulu, HI and has over 27 years of experience in the finance industry.
Craig Ferrantino (CRD# 2655467) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Melville, NY and has over 28 years of experience in the finance industry.
David Fields (CRD# 1953457) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Knoxville, TN and has over 34 years of experience in the finance industry.
Tami Fields (CRD# 5464803) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 16 years of experience in the finance industry.
Mark Finnestad (CRD# 1741185) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minneapolis, MN and has over 36 years of experience in the finance industry.
Robert Fisch (CRD# 1283804) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Philadelphia, PA and has over 25 years of experience in the finance industry.
Carl Fischer (CRD# 830961) 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.
Brent Fooks (CRD# 5337890) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Phoenix, AZ and has over 13 years of experience in the finance industry.