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Advisor Services

  • Financial Planning

  • Pension Consulting


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
United Planners' Financial Services 2 years, 9 months Mar 2013 - Present
Gruma Corporation 3 years, 2 months Oct 2012 - Present
LPL Financial LLC 1 year Feb 2012 - Feb 2013
The Investment Center, Inc. 5 months Jul 2011 - Dec 2011
Crown Capital Securities, L.P. 1 year, 7 months Dec 2009 - Jul 2011
Laura Chang - Landlord 8 years Dec 2007 - Present
Premier Wealth Management 8 years, 4 months Aug 2007 - Present
Kats Sushi 7 years, 1 month Jun 2004 - Jul 2011
Punahou School 4 years, 9 months Sep 1999 - Jun 2004
Are You
Laura Mae Chang?
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Designations & Memberships

Membership information not available

Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
  • as of date
  • license status
  • disclosures
  • as of date
    Oct 3, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


United Planners' Financial Services of America A Limited Partner

Last updated on 2015-03-31
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
    • $188.1K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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