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United Planners' Financial Services of America A Limited Partner

United Planners' Financial Services of America A Limited Partner

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Nov. 24, 2019
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 21K
      Accounts
    • $155.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

543

name start date
Peter Gregory Hawkins
July 2001
Thomas M Weidenbach
September 2006
Patrick Nosal
September 2019
Amy Sue Grunden
June 2016
Ron Cary Ashley
December 2008

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Dave B Hauer Vice President Compliance, Chief Compliance Officer July, 2018 less than 5%
    Kenneth William Jr Oliverio Executive Vice President, Chief Marketing Officer August, 2018 less than 5%
    Chad Travis Shindel Vice President, Chief Financial Officer (Cfo) August, 2018 less than 5%
    Sheila June Cuffari-Agasi Executive Vice President August, 2018 less than 5%
    Michael A Baker Chief Executive Office (Ceo) October, 2019 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

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